42.37
+0.19(+0.45%)
Currency In USD
Address
111 Huntington Avenue
Boston, MA 02199
United States of America
Phone
18006372929
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
November 19, 2013
The investment seeks long-term growth of capital. The fund emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business' (or issuer's) long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."