Description

This fund primarily allocates its investments to common shares issued by American corporations, concentrating on value-oriented stocks. The objective is to generate either capital appreciation, current income, or both. The adviser defines value stocks as those from companies believed to be trading below their intrinsic market worth. When making investment decisions, the adviser evaluates numerous aspects such as, but not limited to, the company's overall valuation, financial robustness, potential for expansion, competitive landscape within its sector, anticipated future profits, cash generation, and dividend distributions.