The investment seeks to provide investors with long-term growth of capital. The fund normally will invest in publicly traded equity securities. It invests in equities issued by domestic and foreign firms both directly and in the form of depository receipts representing an interest in these securities. The fund's equity strategy blends aspects of growth and value investing. It typically invests in companies with market capitalizations greater than $5 billion. The investment adviser selects companies based on their long-term investment potential and follows a "buy and own" approach. The fund is non-diversified.
Fund filings (PDF) »
Timothy Hartch (Started: Oct 1, 2005)
Michael Keller (Started: Oct 28, 2008)
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