Mutual Fund Investment Strategy
The fund seeks to enhance capital appreciation with a focused portfolio of growth companies. The Fund's strategy is to primarily invest in securities that comprise the Mid to Large Cap range.
The Mutual Fund's management investment philosophy is a blending of three belief systems:
The first is that the best investments are the common stocks of companies that have a history of providing strong earnings growth to investors. Through rigorous qualitative and analytic research, the sub-adviser identifies companies it believes can deliver strong growth results that are significantly better than expected.
The second belief is that profitable investments should occur when stock markets, the industry groupings, and the particular stock all have technical factors that conspire toward higher stock prices. In the absence of positive technical factors, defensive tactics are used. The sub-adviser may seek to reduce exposure by raising cash, and/or purchasing index puts.
The third belief is that thematic concentration in both industry sectors and companies is necessary to provide long-term outperformance.