Fund Description

The fund invests primarily in the common stocks of U.S. companies, allocating at least 80% of its assets in this sector, with clients informed of any changes to this policy 60 days in advance. While the fund may invest across various market sectors and capitalization, it has typically favored large- and mid-cap companies. The investment approach relies on a bottom-up selection process that may result in significant sector weightings deviating from the S&P 500 index. Additionally, the fund may allocate substantial assets to foreign securities. The Advisor conducts fundamental research to identify stocks with promising growth potential at reasonable valuations, maintaining a long-term perspective to seek outperformance over a three- to five-year horizon.