Investment Update
Watch the investment team update for this quarter.
Note: Filmed in April 2022
INVESTMENT OBJECTIVE
The Fund aims to obtain maximum total return, consistent with preservation of capital. The Fund invests up to 70% of its net asset value (but at all times not less than 60% of its net asset value) in income producing securities of US issuers.
ABOUT THIS FUND
- Culture of collaboration, global integration and respectful challenge with a research-first mentality.
- Disciplined investment process targets repeatable performance utilizing our structural foundation as a better starting point.
- Bottom-up idea generation across a diverse set of return sources, incorporating dynamic allocation through market cycles.
