Description

This investment vehicle is designed to achieve significant, long-term appreciation of capital in a tax-efficient manner. It customarily allocates a minimum of 65% of its overall assets to equity instruments, chiefly common stocks, issued by U.S.-domiciled companies that are publicly traded on recognized national securities exchanges. The fund has the discretion, though it is not obligated, to acquire securities of businesses regardless of their market valuation, spanning diverse industries such as technology, healthcare, energy, manufacturing, specialized retail, media, leisure, cable, entertainment, alongside various business and consumer service providers.