Fund Description

The fund primarily invests in common stocks of companies that are perceived to provide superior capital growth opportunities, with a focus on those having a history of paying dividends. It may also allocate a significant portion of its investments outside the United States. Management of the fund's assets is handled by multiple portfolio managers, allowing for a segment-based approach in which different managers oversee distinct portions of the portfolio. The investment adviser's philosophy centers on identifying attractively valued companies that are viewed as strong long-term investment opportunities, with decisions to sell securities made when they no longer represent relative attractiveness.