This fund pursues its financial goals by adopting a quality growth investment methodology. It constructs a concentrated portfolio, primarily investing in common shares of outstanding U.S. companies. Additionally, it allocates capital to both common stocks and depositary receipts of high-quality enterprises established under the laws of various countries globally. The fund's advisor consistently keeps the portfolio fully invested, deliberately abstaining from efforts to predict market shifts.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
