Old Westbury Large Cap Strategies Fund (OWLSX)
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Old Westbury Large Cap Strategies Fund (OWLSX) FAQ
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Old Westbury Large Cap Strategies Fund Profile
| NASDAQ Exchange | US Country |
Overview
The fund is designed to achieve its investment objective by allocating its resources across a broad spectrum of equity and equity-related securities without limiting itself to companies of a particular size. This approach allows the fund the flexibility to invest in small-cap, mid-cap, and large-cap stocks, broadening its investment horizon. The primary aim is capital appreciation over the long term, leveraging a diversified portfolio to mitigate risk while capturing growth opportunities. Investments are primarily made in securities that are either listed on securities exchanges or actively traded in over-the-counter markets, ensuring liquidity and the potential for growth.
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- EQUITY AND EQUITY-RELATED SECURITIES INVESTMENTS
This service encapsulates the fund's core investment strategy, involving the acquisition of a diversified portfolio of equity and equity-related securities. The portfolio includes investments across all market capitalizations, such as small-cap, mid-cap, and large-cap stocks. This diversification is aimed at broadening the fund's exposure to various sectors and industries to enhance the potential for long-term capital appreciation.
- NO MARKET CAP RESTRICTIONS
One of the fund’s distinctive features is its flexibility in investing without regard to the market capitalization of the companies. This allows the fund to pursue opportunities for growth across the entire market spectrum, from budding small-cap companies to established large-cap entities. This strategy is intended to capture growth in rapidly evolving sectors as well as stability in more mature markets, contributing to the fund's goal of long-term capital appreciation.
- INVESTMENT IN SECURITIES LISTED ON EXCHANGES OR OTC MARKETS
The fund’s investments are primarily in securities that are listed on reputable securities exchanges or are actively traded in over-the-counter (OTC) markets. This criterion ensures that the investments are in instruments that offer not only potential for growth but also sufficient liquidity. This liquidity is crucial for the fund to be able to respond to market changes and adjustment strategies as necessary, aiming to protect and grow the investors' capital.
