Fund Description

The fund primarily invests in the common stocks of U.S. companies, focusing on those with strong prospects for rapid earnings growth. It spans all market sectors and capitalizations, often allocating significant assets to mid- and small-cap stocks. The fund's bottom-up stock selection process allows for substantial deviations from the sector weights of the S&P 500 index, emphasizing the Advisor's flexibility in investment strategy. Additionally, it may invest in foreign securities via depository receipts or directly on exchanges. The Advisor employs fundamental research to identify stocks poised for growth due to various catalysts, aiming for long-term performance that surpasses the S&P 500 index over a three- to five-year horizon.