Description

This investment vehicle typically commits a minimum of 80% of its net capital to the shares of substantial enterprises. These are categorized by the fund's managers as firms whose market valuation, at the moment of acquisition, aligns with the scope of the Russell 1000® Value Index. The investment team actively seeks out soundly governed organizations whose equity they deem to be trading below their intrinsic value. While predominantly concentrated in U.S.-based equities, the fund retains the flexibility to allocate capital to international corporations.