The investment seeks to provide capital growth over the long-term and to earn income from dividends. Under normal circumstances, the fund invests at least 80% of its assets in common stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund's adviser applies an active equity management style focused on identifying attractively valued securities given their growth potential over a long-term time horizon.
Fund filings (PDF) »
Clare Hart (Started: Mar 1, 2004)
Jonathan Simon (Started: Jan 1, 2002)
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100 Wood Street, 1111 Polaris Parkway, Ste. 2-j, Columbus OH 43240, USA