Strategy

Seeks long-term growth of capital by:

  • Investing in a concentrated portfolio of US growth companies with strong fundamentals trading at attractive valuations

  • Emphasizing businesses with a strong track record and sustainable growth trajectories to reduce volatility

  • Employing rigorous bottom-up research to selectively invest in high-conviction ideas while managing risk

Portfolio Management Team




Investment Risks to Consider

These and other risks are described in the Fund’s prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Allocation risk
  • Derivatives risk
  • Equity securities risk
  • Focused portfolio risk
  • OTC derivatives counterparty risk
  • Real estate investment trust (REIT) risk


Fund Literature