The investment seeks long-term growth of capital. The fund pursues its investment objective by normally investing primarily in a core group of 20-40 common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.
Fund filings (PDF) »
A. Douglas Rao (Started: Jun 1, 2013)
Nick Schommer (Started: Jan 12, 2016)
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