Fund Description

The fund invests at least 80% of its assets in equity securities of mid cap companies, defined as those with market capitalizations aligned with the Russell Midcap Value Index at the time of purchase. Its primary investments include common stocks and real estate investment trusts (REITs), with the potential utilization of derivatives, primarily futures contracts, to optimize equity exposure. The investment strategy employs a bottom-up stock selection approach focused on company fundamentals, emphasizing quality firms that exhibit sustainable competitive advantages, low business cyclicality, and strong management. The adviser also evaluates environmental, social, and governance (ESG) factors to identify key risks and opportunities that could impact investments.