Spyglass Growth Fund Institutional Shares (SPYGX)

Overview

The fund is designed for investors looking to capitalize on the growth potential of U.S. companies. It operates with a focus on investing in a non-diversified portfolio predominantly composed of common stocks belonging to high-growth companies in the United States. Its strategy encompasses the flexibility to invest in a variety of equity securities, including but not limited to, those offered in initial public offerings (IPOs) and shares within real estate investment trusts (REITs). The aim is to achieve its investment objective by meticulously selecting a mix of growth-oriented stocks, leveraging potential market opportunities across different sectors and industries. By not limiting itself to a diversified portfolio, the fund takes a more concentrated approach in its investments, which could lead to higher risk but also offers the potential for significant returns. This investment approach makes the fund an attractive option for investors seeking growth through exposure to dynamic U.S. companies and the real estate market through REITs, while also considering participation in the potentially lucrative IPO segment.

Products and Services

• Investment in U.S. Growth Companies: The primary focus of the fund is investing in common stocks of U.S. growth companies. These companies are carefully selected based on their potential for high growth and profitability, offering investors an opportunity to benefit from the dynamic performance of these companies in the evolving U.S. market landscape.

• Equity Securities Investments: Beyond common stocks, the fund expands its investment horizon to include other equity securities. This encompasses a broad spectrum of investment opportunities, including stocks offered in initial public offerings (IPOs). By investing in IPOs, the fund aims to capitalize on the potential early-stage growth of companies entering the public market, offering a blend of risk and reward to its investment portfolio.

• Real Estate Investment Trusts (REITs) Shares: As part of its diverse investment strategy, the fund also allocates part of its portfolio to shares of real estate investment trusts (REITs). REITs provide investors with exposure to real estate markets without requiring direct ownership of property. This allows for potential income generation and capital appreciation through investments in a variety of real estate sectors.