The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The portfolio managers' investment process focuses on bottom-up stock selection with the goal of identifying companies that possess a sustainable competitive advantage combined with an attractive valuation. It may invest in real estate investment trusts ("REITs"), foreign securities (directly and through depositary receipts), below investment grade securities, and convertible bonds.
Fund filings (PDF) »
Timothy Holland (Started: Mar 31, 2010)
Philip Tasho (Started: Nov 30, 2000)
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