DSS AmericaFirst Defensive Growth Fund - U (DGQUX)

Overview

This investment fund focuses predominantly on acquiring common stocks from large capitalization domestic companies that demonstrate a commitment to enhancing shareholder value, evidenced by their active repurchase of outstanding shares within the last year. By adhering to a strategy that under normal circumstances allocates at least 80% of its net assets—plus any borrowings designated for investment purposes—towards large capitalization entities, the fund ensures a concentrated commitment to what it perceives as stable and reliable investments. However, it retains the flexibility to diversify its investment portfolio by occasionally allocating resources to small or medium capitalization companies, especially in situations where previously selected large capitalization investments undergo a reduction in their capitalization, necessitating a portfolio rebalancing. Given its targeted investment approach, the fund operates with a non-diversified status, reflecting its strategic choice to potentially capitalize on the focused investments rather than spreading its risk across a wider array of assets.

Products and Services

• Investment in Large Capitalization Companies

The core of the fund's investment strategy lies in large capitalization companies, particularly those that have shown a proclivity for repurchasing their shares. This focus is predicated on the belief that such companies offer more stability and potential for growth, attributing to the fund's primary investment objective.

• Strategic Investments in Small to Medium Capitalization Companies

Beyond its primary focus, the fund allows for strategic diversification through investments in small to medium capitalization companies. This strategy is primarily employed as a means to optimize portfolio performance, especially when large cap investments lose value, thus ensuring the fund remains agile in its asset allocation decisions.

• Non-Diversified Portfolio

As a non-diversified fund, it concentrates its investments more heavily in fewer securities, which can increase the potential for higher returns, albeit with a higher risk of volatility. This approach positions the fund as an option for investors seeking concentrated exposure to companies engaging in share repurchase activities.