The primary objective of this fund is to achieve substantial long-term capital appreciation for its investors. To meet this goal, the portfolio typically concentrates its holdings in a focused selection of 30 to 40 common equities. These stocks are carefully chosen based on their strong potential for growth. While the fund retains the flexibility to invest in companies of any market capitalization, its principal focus is on larger, well-established corporations. Furthermore, the fund may allocate a portion of its assets to foreign securities, which can include investments in emerging market economies. It operates as a non-diversified investment vehicle.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
