Fund Description

The fund invests primarily in the common stocks of U.S. companies, focusing on those with potential for above-average earnings growth. It encompasses stocks across all market sectors and capitalizations, with a historical emphasis on large- and mid-cap companies, while also including small-cap stocks. The Advisor employs a bottom-up stock selection process, allowing for significantly overweight or underweight positions in specific sectors compared to the S&P 500 index. The fund may invest in foreign securities via depository receipts or stocks traded on various exchanges. The Advisor's fundamental research seeks to identify stocks with growth potential driven by various catalysts, aiming for long-term outperformance over a three- to five-year horizon.