Description

Typically, this fund allocates a minimum of 80% of its total assets, including any borrowed capital, to equity investments in American businesses. The Advisor aims to accomplish its goals primarily by constructing a portfolio of enterprises that the portfolio manager considers to be resilient, strong cash producers. These companies are led by management teams who judiciously oversee their environmental, social, and financial capital, and whose stock prices offer compelling value when compared to the free cash flow they generate.