| NASDAQ (NMS) Exchange | United States Country |
The fund is designed to target investments in U.S. companies across various market capitalizations, with a particular focus on larger cap entities. It distinguishes itself by its unique investment strategy, which involves capitalizing on insider buying activities. Insider buying is when corporate executives, directors, large shareholders, or activist shareholders purchase stocks in their own companies, often signaling their confidence in the company's future prospects. By primarily investing in common stocks, including those of real estate investment trusts (REITs), the fund aims to leverage this insider information to achieve its investment objective.
The fund primarily invests in the common stocks of U.S. companies, leveraging the potential growth and returns associated with equity investments. By focusing on companies that show insider buying, the fund seeks to capitalize on the insights of those most intimately aware of a company's potential.
Part of the fund's strategy includes investing in real estate investment trusts (REITs), allowing shareholders to indirectly invest in portfolios of real estate assets. REITs provide a way for the fund to diversify its investment portfolio and tap into the real estate market's potential for stable dividends and capital appreciation.
The fund places significant emphasis on stocks experiencing insider buying by corporate executives, directors, large shareholders, or activist shareholders. This strategy is based on the notion that insiders buying into their own companies signals a bullish outlook on the stock, potentially leading to above-average returns for the fund's investors.
While the adviser intends to emphasize larger capitalization stocks, the fund is open to investing in companies of any market capitalization. This approach ensures a diverse portfolio that can adapt to different market conditions, including investments in smaller-sized companies with high growth potential.