The investment seeks capital appreciation. The fund invests primarily in equity securities of companies that the investment manager believes are leaders in innovation, take advantage of new technologies, have superior management, and benefit from new industry conditions in the dynamically changing global economy. It invests primarily in common stock. The fund managers may invest in companies in any economic sector or of any market capitalization and may invest in companies both inside and outside of the United States.
Fund filings (PDF) »
Matthew Moberg (Started: Sep 30, 2004)
Rupert Johnson, Jr. (Started: Sep 30, 2004)
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