Description

Under normal market conditions, this fund commits at least 80% of its total capital to equity holdings within U.S.-based large and mid-capitalization companies. For this allocation purpose, 'assets' encompass both the fund's net assets and any capital borrowed for investment activities. Its core investment strategy involves building a diverse portfolio of equities. The adviser identifies these securities based on a combination of factors, including attractive valuations, robust quality, and/or strong upward momentum, all chosen with the aim of achieving superior performance relative to the market.