OCM Gold Fund Investor Class (OCMGX)

Overview

The fund is specifically oriented towards investors looking to gain exposure to the gold mining and precious metals sectors. It focuses on investing a significant portion of its assets in equity securities of both domestic and foreign companies involved in this industry. By maintaining at least 80% of its net assets plus any borrowings for investment purposes in these sectors, the fund aims to leverage the growth and value-generating opportunities within the gold mining and precious metals industries across the globe. Additionally, the definition of a foreign company for this fund encompasses those that are organized under the laws of a foreign country and also those whose principal trading market for their stock is located outside the United States, reflecting the fund’s global investment approach. Given its concentrated investment in the gold mining and precious metals industries, the fund is classified as non-diverse. This strategic focus is indicative of the fund's commitment to providing investors with targeted exposure to these specific sectors, recognizing their potential for significant returns but also acknowledging the inherent risks associated with such focused investments.

Products and Services

• Equity Securities Investment

This product involves the fund investing in equity securities of both domestic and foreign companies actively engaged in the gold mining and precious metals industries. By allocating at least 80% of its net assets, plus any borrowings for investment purposes, into such equity securities, the fund seeks to benefit from the growth and profitability of these sectors. The focus on equity securities allows the fund to acquire ownership interests in companies with the potential for high returns, especially in the thriving and often volatile gold and precious metals markets.

• Foreign Company Investment

As part of its investment strategy, the fund also focuses on foreign companies that are involved in the gold mining and precious metals industries. These are companies that are organized under the laws of a foreign country and whose principal trading market for their stock is outside the United States. This approach allows the fund to diversify its investment portfolio beyond domestic markets, tapping into the potential of foreign markets and companies that may have unique advantages or opportunities in the precious metals sector. This global approach helps in spreading investment risk and leveraging international market dynamics.