Description

This fund aims for substantial long-term capital appreciation. It primarily invests in growth-oriented companies, both domestic and international, that the adviser identifies as leading innovators in their respective sectors. The portfolio typically includes holdings in a minimum of three developed nations, consistently featuring the United States. Furthermore, the fund has unlimited flexibility to invest in companies located in emerging and frontier markets. Investors should note that a significant portion of its assets may be concentrated within a select few industry sectors.