| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 191 | $25,917.3 | $33,224.45 | $7,307.15 | 28.19% |
| NASDAQ Exchange | US Country |
The fund operates within the investment landscape, focusing primarily on the acquisition of equity securities. These equity securities encompass both common stocks and other instruments that signify an ownership stake (or the prospective right to an ownership interest) in companies or various issuers. The core investment strategy hinges on identifying and investing in companies that the advisor assesses to have superior earnings growth potential relative to their counterparts, classifying them as growth companies. This approach is predicated on a proactive selection methodology aimed at optimizing growth opportunities for the fund's assets.
Focuses on investing in equity securities, which includes common stocks and securities indicating ownership or the potential right to ownership in companies. This service caters to investors looking to gain exposure to the equity markets through a managed investment fund.
Targets companies believed to have above-average earnings growth potential. The investment strategy is shaped around identifying and investing in growth companies, offering investors the opportunity to potentially benefit from higher returns associated with these high-growth prospects.