The investment seeks long-term growth of capital. The fund normally invests at least 65% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of foreign and U.S. companies listed on publicly traded exchanges in countries around the world, and in ETFs. It invests 40% or more of its net assets in companies located outside of the U.S. and invests in a least 3 countries, which may include the U.S. The fund is non-diversified.
Fund filings (PDF) »
James Davolos (Started: Apr 30, 2010)
Murray Stahl (Started: Sep 30, 2011)
Steven Tuen (Started: Dec 31, 1999)
Peter Doyle (Started: May 1, 2007)
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