TSW Large Cap Value Fund Institutional Shares (TSWEX)

Overview

The fund is designed to offer investors an opportunity to participate in the potential growth of companies with large market capitalizations by primarily investing in a diversified portfolio of common stocks. With a strategy that focuses on investing at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, the fund aims to tap into the stability and growth potential of more seasoned or established companies. The inclusion of companies of varying sizes allows for a flexible approach to capturing growth opportunities across different sectors and market conditions.

Products and Services

• Equity Securities of Large Market Capitalization Companies:

  The fund invests primarily in equity securities, such as common stocks, of companies with large market capitalizations. This focus seeks to leverage the growth potential and stability of established companies that are leaders in their respective industries.

• Diversified Portfolio of Common Stocks:

  With a commitment to diversification, the fund maintains a broad portfolio of common stocks. This strategy aims to reduce risk by spreading investments across various sectors and industries, thereby potentially mitigating the impact of market volatility on the fund's performance.

• Flexible Investment in Varying Company Sizes:

  While the focus remains on larger, more established companies, the fund retains the flexibility to invest in companies of varying sizes. This approach allows the fund to capitalize on growth opportunities across the entire market spectrum, from large-cap to smaller companies, depending on where the most promising growth prospects are identified.