Chase Growth Fund Institutional Class (CHAIX)

Overview

This company operates as an investment fund, focusing its investments primarily on common stocks of domestic companies across various market capitalizations. It differentiates itself through a strategic investment approach that targets companies demonstrating earnings growth above 10% annually on a historical basis, coupled with consistency in earnings growth over time. The fund's adviser seeks out stocks considered to be of higher quality compared to others, applying rigorous criteria to select investments expected to offer robust returns. While the primary focus is on U.S. issuers, the fund also diversifies by investing a portion of its assets in non-U.S. issuers, facilitating this through publicly traded stocks in the U.S. or by utilizing depositary receipts, such as American Depositary Receipts (ADRs).

Products and Services

• Investment in U.S. Common Stocks

The fund invests mainly in the common stocks of domestic companies. By focusing on firms of any size market capitalization that showcase a history of over 10% annual earnings growth, this service is tailored for investors seeking exposure to high-growth potential within the U.S. equity market. The selection process emphasizes both historical performance and the quality of earnings growth, aiming to identify companies with consistent and reliable financial improvements over time.

• Investment in Non-U.S. Issuers

To broaden investment opportunities and diversify the portfolio, the fund allocates a portion of its assets to non-U.S. issuers. This includes companies that are publicly traded in the U.S. or those accessible through depositary receipts like American Depositary Receipts (ADRs). This service offers investors the chance to tap into the growth potential of foreign markets while mitigating risks through investments that have a presence in U.S. markets, making it a strategic choice for those looking to globalize their investment portfolio.