The fund seeks capital appreciation by investing in companies in the United States and international markets.
The fund targets to blend a combination of stocks and alternative return strategy based investments to create a growth-focused fund.
The fund attempts to achieve this by investing directly in U.S. large capitalization companies and achieving exposure to large- and mid-size companies in international markets through other funds managed by its affiliates.
Portfolio management seeks to minimize impact of taxes on shareholders’ returns by employing strategies including tax impact of buy and sell decisions, minimizing capital gains distributions, deciding to take capital gains as short- or long-term.