Description

To achieve its investment objective, the fund primarily allocates its capital to common equities. Under typical market circumstances, the portfolio is anticipated to hold positions in a concentrated range of 25 to 50 companies. The adviser employs a comprehensive stock selection methodology, performing both in-depth fundamental and quantitative analysis on individual companies. This process is further augmented by incorporating the insights provided by the Value Line Timeliness™ Ranking System to guide its investment decisions.