The investment seeks long-term capital appreciation primarily through investing in equity securities. The fund normally invests in common stock and other equity securities, such as preferred stock, of primarily domestic medium or large companies which it believes offer opportunities for growth. In selecting investments, the Advisor reviews historical earnings, revenue and cash flow to identify the best companies in each industry and to evaluate the growth potential of these companies. It may also select companies based on a relative price to earnings growth methodology.
Fund filings (PDF) »
Herb Chen (Started: May 1, 2010)
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Huntington, 2960 N. Meridian St., Suite 300