The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets (including the amount of any borrowings for investment purposes) in common stocks of companies that are believed to be undervalued and have the potential for long-term appreciation. It also invests in common stocks of companies that the fund's investment manager believes may benefit from various types of restructuring efforts or industry consolidation. The fund may invest in companies that have market capitalizations of any size.
Fund filings (PDF) »
J. Smith (Started: Feb 20, 2009)
Guy Pope (Started: Feb 20, 2009)
# Contact ?>
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States