Description

The fund primarily aims to generate long-term capital growth for its shareholders. It typically commits a minimum of 80% of its portfolio's net value to equity holdings. These holdings include common shares and other instruments that represent either a direct ownership interest or the potential to acquire one in a company or other entity. The advisor may choose to invest in companies anticipated to show superior earnings growth (growth stocks), businesses considered undervalued relative to their inherent worth (value stocks), or a combination of both investment strategies.