Description

The fund primarily allocates at least 80% of its total net assets, including any capital borrowed for investment purposes, to publicly traded stocks. These investments specifically target companies that the portfolio managers believe are either currently benefiting from or are well-positioned to capitalize on advances in artificial intelligence. A significant portion of these holdings consists of entities classified as "growth companies," based on proprietary criteria established by the fund's managers. These criteria often include attributes such as an anticipated period of expansion, accelerating earnings or cash flow, and robust growth within their business sector.