The investment seeks capital appreciation. The fund is a diversified fund that, under normal circumstances, invests primarily in established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Growth Index Net. At all times, it will have investments in the securities of companies in at least three countries outside of the U.S. The Adviser seeks to invest in businesses that the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.
Fund filings (PDF) »