INVESTMENT GUIDELINES

Strategy

Investment Strategy

  

The investment seeks long-term capital appreciation.


The fund pursues its investment objective by establishing long and short positions in a diversified portfolio of equity securities. 


The fund invests in stocks considered to have above-average earnings growth potential that is not reflected in their current market prices. 


The fund’s portfolio will consist predominantly of small, mid and large capitalisation stocks (75% US Equities and 25% Foreign Equities). 

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