The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio of other investment companies using a "fund upgrading" strategy. It primarily invests in open-end equity mutual funds and exchange-traded funds ("ETFs") using its fund upgrading strategy. These underlying funds may, in turn, invest in a broad range of equity securities, including foreign securities and securities of issuers located in emerging markets. The fund is non-diversified.
Fund filings (PDF) »
Mark Biller (Started: Dec 2, 2005)
Eric Collier (Started: Dec 2, 2005)
Anthony Ayers (Started: Dec 2, 2005)
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