Investment Objective
The investment objective of the Fund is to achieve maximum total return through investing primarily in publicly traded equity securities (or equity based derivatives) of United States issuers. The investment horizon is long term, though opportunistic shorter term investments are contemplated. The Investment Manager will attempt to realize this objective by selecting long term individual portfolio securities on the basis of intensive and rigorous research and fundamental analysis, and seeking to take opportunistic advantage of market inefficiencies by trading securities with a shorter time horizon. The Investment Manager may use derivative instruments to obtain all or a substantial part of the Fund's investment exposure.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.6 | 0.3 | 0.8 | 0.2 | 1.0 | 0.7 | 0.3 | 0.3 | 0.0 | 0.0 | 0.1 | 0.7 | 0.9 | |
| 2022 | 0.1 | 0.7 | 0.0 | 0.0 | 0.1 | 0.5 | 0.3 | 0.2 | 0.1 | 0.0 | 0.6 | 0.8 | 0.5 |
