Strategy

Seeks to realize superior investment returns throughout various market cycles while maximizing risk-adjusted returns relative to the broad US equity market by:

  • Investing primarily in US equity securities

  • Conducting in-depth, bottom-up analysis to identify companies with compelling growth potential

  • Managing risk by adjusting expectations and portfolio positioning based on the near-term market environment

Portfolio Management Team



Related Insights

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4Q:2023 Capital Markets Outlook Video
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Finding Balance in US Equities as Macro Threats Mount
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Pain Reliever: The Behavioral Case for Defensive Equities

Investment Risks to Consider

These and other risks are described in the Fund's prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Allocation risk
  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • Focused portfolio risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk
  • Smaller capitalization companies risk


Fund Literature