Oak Harvest Long/Short Hedged Equity Fund Institutional Shares (OHFGX)

Overview

The described fund is focused on investing a significant portion of its assets in the equity securities of domestic companies, specifically targeting those believed to possess a strong potential for future growth. With a strategic emphasis on companies that have demonstrated an above-average rate of earnings growth in recent years, the fund is designed to capitalize on the potential for sustainable, above-average growth moving forward. This approach indicates a keen interest in companies that not only have performed well historically but are also poised for continued success. The fund operates with a non-diversified status, which implies a higher concentration of investments in fewer companies, potentially leading to greater volatility in its investment portfolio.

Products and Services

• Investment in Equity Securities

  This service focuses on investing in the stock of companies that are based within the domestic market. By allocating at least 80% of its net assets, plus any borrowings for investment purposes, into equity securities, the fund seeks to leverage the growth potential of its chosen companies.

• Focus on High-Growth Companies

  The fund targets domestic companies believed to exhibit a past record of above-average earnings growth, alongside prospects for sustainable, high rates of growth in the future. This strategic selection criterion underscores a commitment to investing in companies with strong growth trajectories.

• Non-Diversified Fund Structure

  This aspect of the fund indicates a strategic choice to concentrate investments in a smaller number of companies, rather than spreading them out across a wide array of sectors or industries. This approach can lead to higher returns if these fewer selected investments perform well, albeit with an increased risk due to less diversification.