Growth Fund

Investment Objective

Capital Appreciation

Fund Characteristics

The Growth Fund seeks to invest across the market cap spectrum in companies with strong growth characteristics, quality management teams, and solid financials.

Investment Approach

  • A growth fund that invests in quality growth companies with a durable business franchise
  • Looks for companies with strong growth potential, predictable financials and quality management. Generally seeks to avoid companies with unproven business models or volatile earnings
  • Aims to have a relatively low turnover by investing in companies that have the potential to be long-term winners. Generally avoids short-term and cyclical trading opportunities
  • Employs bottom-up fundamental company research
  • Seeks to invest in companies that are high quality and well managed

Why Consider This Fund?

  • Seeks to deliver competitive returns over time with a moderate risk profile
  • Applies a time-tested, fundamental research approach to assess a company’s growth sustainability and critical success factors
  • Features an unconstrained opportunity set to leverage the best ideas, regardless of market cap
  • Provides a focused yet diversified portfolio of stocks
  • Managed by an experienced and long-tenured portfolio management team

The Fund’s returns will vary, and you could lose money by investing in the Fund.  The Fund invests most of its assets in equity securities of domestic growth companies where the primary risk is that the value of the equity securities it holds might decrease in response to the activities of those companies or market and economic conditions. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. The securities of smaller and medium sized companies tend to be more volatile and less liquid than securities of larger companies.  In addition, small and medium sized companies may be traded in lower volumes. This can increase volatility and increase the liquidity risk whereby the Fund will not be able to sell the security on short notice at a reasonable price. The Fund is not intended to be a complete investment program. The Fund is designed for long-term investors.