The investment seeks maximum total return through a combination of capital appreciation and current income. The fund typically invests in common stocks and other equity securities, which may include securities issued by real estate investment trusts (REITs), publicly traded master limited partnerships (MLPs) or royalty trusts, as well as preferred stocks, convertible bonds, convertible preferred stocks, and warrants. In addition to investing in equity securities that offer high dividend yields, the Advisor expects to generate income from selling covered call options on securities in the fund.
Fund filings (PDF) »
Malcolm (Zeke) Ashton (Started: Mar 16, 2005)
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Tilson Mutual Funds, 145 East 57th Street, 10th Floor, New York, NY10022, USA