The primary goal of this fund is to achieve significant long-term capital appreciation. To pursue this objective, it strategically invests in the equity securities of around 25 to 30 companies. Its principal investment focus lies in publicly traded common stocks issued by U.S. corporations. The Adviser seeks to acquire securities that are deemed to be undervalued, meaning their current market price is below their intrinsic worth. Existing holdings, in whole or in part, may be sold when the Adviser identifies another qualifying security with a superior opportunity to contribute to the fund's overall goal. This is a non-diversified fund.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
