Description

This fund primarily focuses on U.S.-based companies that distribute dividends, committing a substantial portion—at least 80% of its combined net assets and borrowed funds—to their equity securities. These equity holdings can include common stock, preferred stock, rights, and warrants. The investment advisor seeks to identify and invest in businesses considered undervalued, an assessment based on various financial metrics such as their earnings potential, dividend distributions, asset values, or other pertinent financial indicators.