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Most Frequently Asked Questions
What steps are taken to assure that the fund remains true to its stated style? Each stock idea is required to pass through an exhaustive review process conducted by the investment team before a decision is made to include it in the portfolio. Each analyst evaluates companies within his or her specific sector and presents their top ideas to the investment team. The investment team (portfolio managers and analysts) conducts an extensive review of the stock sponsor’s idea in a team setting and the portfolio manager decides whether to purchase the stock. The portfolio manager is charged with ensuring that the fund remains true to its stated style. We will continue to focus on investing in smaller capitalization, rapidly growing companies with very strong fundamental and financial characteristics. Our bottom up investment strategy focuses on buying stocks that demonstrate high revenues and earnings growth rates, selling at reasonable valuation levels, as measured by the Price/Earnings to Growth ratio. The Fund has been and will continue to be consistently and accurately portrayed in this growth oriented fashion.
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