Cromwell Tran Sustainable Focus Fund (LIMIX)

Overview

This investment fund primarily focuses on allocating its assets into the common stocks of mid- to large-cap companies, specifically those with market capitalizations exceeding $2 billion. The selection criteria hinge on identifying companies that possess a sustainable competitive edge in their respective fields. The investment decision-making process is grounded on comprehensive fundamental research, spearheaded by the Adviser and further refined by the Sub-Adviser. This process seeks to unearth companies led by management teams that are both owner-oriented and capable of consistently delivering high returns on capital. Notably, the fund operates with a non-diversified portfolio strategy, choosing to invest in approximately 15 to 25 carefully selected companies, thereby embracing a concentrated investment approach.

Products and Services

• Mid- to Large-Cap Equity Investments

  The fund focuses on equities within the mid- to large-cap range, specifically targeting companies with over $2 billion in market capitalization. This segment is chosen based on its potential for stability and growth, catering to investors seeking exposure to established businesses with a competitive advantage.

• Intensive Fundamental Due Diligence Research Process

  At the core of the fund’s strategy is an intensive research process, meticulously crafted by the Adviser and Sub-Adviser. This method involves a deep dive into the fundamentals of potential investment targets, assessing the quality of their management, the sustainability of their competitive advantage, and their capacity to generate high returns on capital. This rigorous analysis is instrumental in identifying companies that are not just leading their respective industries today but are positioned to continue their leadership in the future.

• Concentrated Investment Approach

  Adopting a non-diversified, concentrated approach, the fund zeroes in on approximately 15 to 25 select companies. This strategy highlights a conviction-based investing model, where each holding is believed to offer a unique value proposition and substantial growth potential. By focusing on a smaller pool of companies, the fund aims to achieve significant returns through detailed oversight and a deep understanding of its investments.