Description

The fund seeks to achieve significant capital appreciation over the long term. Under normal market conditions, it primarily invests in various equity instruments, including common and preferred stocks, as well as securities convertible into these types of shares. The portfolio has the flexibility to invest in companies across a diverse range of industries and market capitalizations. This encompasses smaller-cap companies, which the Adviser defines as those with a market valuation no greater than that of the largest constituents of the Russell 2000 Index.