RiverPark/Wedgewood Fund Class Institutional (RWGIX)

Overview

The fund outlined is a specialized investment vehicle focusing primarily on equity securities of large capitalization companies, which are defined by the adviser as those having market capitalizations in excess of $5 billion. This investment focus is driven by the belief in the above-average growth prospects of such large capitalization companies. A unique aspect of this fund is the commitment to invest at least 80% of its net assets, in addition to any borrowings for investment purposes, into these equity securities. The fund's strategy emphasizes investment in common stocks and operates under a non-diversified status, which may imply a higher concentration in certain sectors or holdings compared to diversified funds.

Products and Services

• Equity Securities Investment

  At the heart of its investment strategy, the fund primarily focuses on purchasing equity securities of large capitalization companies. These are businesses the sub-adviser identifies as having significant potential for growth above the average, leveraging the scale and stability often associated with larger firms. The pursuit of equity securities encompasses a broad range of sectors, providing potential for gains through capital appreciation.

• Common Stocks

  The fund predominantly invests in common stocks, which represent shares of ownership in public companies. This form of investment allows fund holders to benefit directly from the success and growth of these companies, as reflected in stock price appreciation. Given the fund's non-diversified structure, its investment in common stocks may involve a focused approach on certain industries or companies, aimed at optimizing growth opportunities.