The investment seeks long-term growth of capital and to exceed the performance of the MSCI World Index. The fund normally invests in common stock of companies of any size located throughout the world, including the United States. It invests primarily in "platform companies", which the fund's advisor considers to be companies that incorporate knowledge components, or intellectual property, into their products and services, unlike companies that simply produce commodities or other raw materials. The fund may also have limited exposure to emerging markets.
Fund filings (PDF) »