| NASDAQ (NMS) Exchange | US Country |
The fund is structured to primarily invest in equity securities, focusing on medium and large market capitalization companies. It aims to identify those companies that possess strong or improving long-term business prospects but whose share prices do not fully reflect these positive attributes. By investing in a diversified portfolio, the fund seeks to manage risk while pursuing growth through capital appreciation. Additionally, the fund has the flexibility to allocate up to 15% of its net assets in foreign securities, including in emerging markets, allowing for a global diversification strategy.
Investing primarily in equity securities of medium and large cap companies, the fund seeks growth through capital appreciation. These investments are chosen based on the Adviser's belief in the companies' strong or improving long-term business characteristics, with a keen eye on those whose share prices do not reflect their inherent value.
Up to 15% of the fund's net assets may be invested in foreign securities, including those in emerging markets. This strategy allows for global diversification, potentially reducing risk and uncovering opportunities outside of the domestic market.