The investment seeks total return consistent with preservation of capital. The fund allocates 15% to 45% of its assets in equities and 55% to 85% in debt securities. It invests mainly in equity securities (growth or value stocks or both) of U.S. and foreign companies of any size. The fund also invests, to a lesser extent, in fixed-income investments, including U.S. and foreign government obligations, corporate obligations and secularized debt instruments. It may use to a significant extent derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes.
Fund filings (PDF) »
Jason Vaillancourt (Started: Jun 30, 2008)
James Fetch (Started: Jun 30, 2008)
Joshua Kutin (Started: Dec 31, 2011)
Robert Kea (Started: May 30, 2002)
Robert Schoen (Started: May 30, 2002)
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