Description

This fund seeks to acquire shares of companies that the advisor expects to appreciate in value over time. The portfolio managers apply a diverse set of analytical research instruments and advanced methodologies to pinpoint larger corporations that satisfy their distinct investment parameters. Ordinarily, the fund's holdings will predominantly comprise equities of businesses showcasing improved performance. While the managers' primary intent is to allocate the fund's assets to U.S. securities, investments in foreign companies are permissible when those securities align with their established selection standards.