Chesapeake Growth Fund (CHCGX)

Overview

The fund, a diversified separate investment portfolio of the Chesapeake Investment Trust ("the Trust"), is designed to achieve capital appreciation by focusing primarily on equity securities of the largest 1,000 companies based on market capitalization that are domiciled in the United States. With a strategy that emphasizes investment in large, established U.S. companies, the fund aims to provide investors with a balanced approach to gaining exposure to the American equity market. The commitment to investing at least 90% of its total assets in equity securities, and at least 80% of these assets in the largest 1,000 U.S. companies, underscores the fund's focus on capitalizing on the growth potential of the most significant players in the domestic market. By selecting equities traded on domestic securities exchanges or in the over-the-counter markets, the fund ensures it is accessible and relevant to a wide range of investors seeking growth through exposure to the U.S. market.

Products and Services

• Equity Securities Investment

The cornerstone of the fund's investment strategy is its focus on equity securities, specifically those belonging to the largest 1,000 companies based on market capitalization in the United States. This approach aims at capital appreciation through investments in companies with significant market presence and stability.

• High Concentration in U.S. Large Caps

Maintaining at least 80% of its assets in the equity securities of the top 1,000 U.S. companies, the fund strategically focuses on large-cap stocks. This concentration in large caps is designed to harness the potential for growth and stability offered by established companies with a considerable footprint in the U.S. economy.

• Investment in Domestic Securities Exchanges and Over-the-Counter Markets

The Fund ensures its investments are accessible and transparent by focusing solely on securities traded on U.S. exchanges or in the over-the-counter markets. This policy not only facilitates easier monitoring and valuation of the fund's holdings but also complies with the preference for liquidity and transparency among investors.