Description

The fund employs a momentum-driven investment strategy, predominantly investing in equity or equity-related securities. It targets large-capitalization U.S. companies traded on primary American exchanges or over-the-counter markets that the Adviser identifies as demonstrating favorable momentum. These investments may include, but are not limited to, exchange-traded funds (ETFs), equity index futures, and real estate investment trusts (REITs). Ordinarily, the fund commits at least 80% of its net assets (which can include capital obtained through borrowing for investment) to large-cap U.S. entities.