Objective

  • To increase the value of your investment over time through capital growth while seeking to maximise risk-adjusted returns relative to the overall US equity markets.

Portfolio Management Team




Fund Literature

Effective 10/31/2018 the board of managers approved the reduction of Management Company fees and the Voluntary Expense Caps. The ongoing sales charges, which are subject to change, reflect the reduced fees and represent the charges investors can expect going forward. For more details on the fee reduction, please refer to the Notice to Shareholders posted on the FUND LITERATURE section.