Description

The fund has the flexibility to allocate capital across the entire market capitalization spectrum, from small to medium to large companies. This broad mandate enables the advisor to meticulously research a vast universe of publicly traded entities, pinpointing those with truly exceptional characteristics. When such an investment is discovered, the fund's advisor is empowered to purchase its common stock, convertible instruments, or debt, dedicating as much as 25% of the fund's aggregate assets to that single holding. Notably, this fund operates on a non-diversified basis.