Description

This investment strategy aims to maximize net returns after taxes, while maintaining a more stable performance profile than what is typically observed in the broader U.S. stock markets. Its primary focus is on allocating capital to a wide range of American businesses, regardless of their market capitalization. The fund's holdings may encompass various equity-linked instruments, such as common and preferred shares, warrants, and exchange-traded funds (ETFs). Additionally, a smaller portion of the portfolio may be directed towards American Depositary Receipts (ADRs), Real Estate Investment Trusts (REITs), and securities issued by companies outside of the United States.