Fund Description

The fund aims to invest at least 80% of its assets in the equity securities of large, well-established companies, defined as those within the market capitalization range of the Russell 1000 Growth Index at the time of purchase. The strategy focuses on common stocks of companies with a history of above-average growth or those expected to enter such growth phases. The adviser employs a fundamental bottom-up approach to identify companies with positive price momentum and attractive fundamentals, while also assessing environmental, social, and governance (ESG) factors. The fund is non-diversified, allowing significant investment in particular issuers, and may utilize derivatives primarily through futures contracts to enhance targeted equity exposure.