Investment Update
Watch the investment team update for this quarter.
Note: Filmed in April 2022
INVESTMENT OBJECTIVE
The Fund’s investment objective is to obtain maximum total return, consistent with preservation of capital.
The Fund will normally invest up to 80% of its net asset value (but at all times not less than two thirds of its net asset value) in income producing securities of US issuers. The Fund may invest in preferred stock, and all types of government securities and debt securities. No more than 10% of the net asset value of the Fund may be invested in securities traded on any one developing market and the aggregate amount of the Fund which may be invested in securities traded on the developing markets is 20% of the net asset value of the Fund.
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.
