Description

This fund primarily focuses on investing a minimum of 80% of its overall assets, including any borrowed capital for investment purposes, into the common stock of companies that operate within the financial services industry. Furthermore, it has the flexibility to allocate capital to firms, such as financial software developers, that earn a substantial portion (at least 50%) of their revenue from conducting business in the financial sector. The approach to selecting individual investments is based on in-depth, company-specific fundamental research, with the objective of identifying superior businesses that offer promising opportunities for capital appreciation. This fund is structured as a non-diversified portfolio.