The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies of any capitalization size and generally will hold a core position of between 35 and 50 common stocks. It may invest without limit in foreign securities, including in emerging market securities. The fund also may invest in foreign currency exchange contracts to convert foreign currencies to and from the U.S. dollar, and to hedge against changes in foreign currency exchange rates.
Fund filings (PDF) »
Brandon Geisler (Started: Oct 1, 2011)
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Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States