HVIA Equity Fund Institutional Class (HVEIX)

Overview

The investment fund is dedicated to identifying and capitalizing on investment opportunities within the large-capitalization growth sector. By focusing on companies that present both a reasonable valuation relative to their industry peers and potential for earnings growth, the fund aims to achieve its investment objective. This strategy hinges on investing primarily in a broad portfolio of common stock from leading growth companies. The fund is managed by an Adviser who leverages expertise and market analysis to select investments. A significant policy of the fund is to allocate at least 80% of its net assets—and borrowing for investment purposes, if any—toward U.S. equity securities that are listed on a U.S. securities exchange. This policy underscores the fund’s commitment to investing predominantly in the U.S. market, targeting companies that are expected to exhibit sustainable growth.

Products and Services

• Diversified Portfolio of Large-Cap Growth Stocks

  The primary offering of the fund is a well-diversified portfolio that focuses on large-capitalization growth companies. These are chosen based on their potential for earnings growth and reasonable valuation compared to their industry counterparts. The selection process is driven by rigorous analysis and the expertise of the Adviser, aiming to maximize returns for investors by tapping into the growth potential of these companies.

• U.S. Equity Securities Listed on U.S. Securities Exchange

  As a cornerstone of its investment strategy, the fund commits at least 80% of its net assets, including borrowed funds for investment purposes, to U.S. equity securities that are listed on a U.S. securities exchange. This focus on U.S. listed equities is designed to capitalize on the opportunities within the largest and most liquid equity market in the world, targeting companies that are recognized for their innovation, market leadership, and financial strength.