The investment seeks capital appreciation. The fund invests primarily in U.S. securities, but may also invest in foreign companies traded in the U.S. on a national securities exchange or national securities association, including American Depositary Receipts, and foreign companies traded on a foreign exchange. Investments will consist primarily of common stocks, but may include preferred stocks, warrants, options, equity-like instruments and debt instruments. The Portfolio Managers invest in the stocks of companies of any size without regard to market capitalization. The fund is non-diversified.
Fund filings (PDF) »
David Rainey (Started: Aug 22, 2009)
Ira Rothberg (Started: Aug 22, 2009)
Brian Macauley (Started: Aug 22, 2009)
# Contact ?>
Hennessy, 7250 Redwood Blvd., Suite 200, Novato,CA94945, USA