The investment seeks long-term capital appreciation; dividend income may be a factor in portfolio selection but is secondary to the fund's principal objective. The fund invests primarily in common stocks of U.S. companies that the fund's sub-adviser believes are undervalued by the marketplace. The Sub-Adviser may invest in companies with any market capitalization, but will emphasize primarily large capitalization companies. Disciplined portfolio construction techniques are used to manage risk and ensure diversification through investments in a number of different industries and companies.
Fund filings (PDF) »
Mark Mandel (Started: Feb 28, 2015)
Cheryl Duckworth (Started: Feb 28, 2015)
# Contact ?>
ALPS, 1290 Broadway, Suite 1100, Denver, CO 80203, USA