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NOTICE: 2018 Capital Gains Available. View PDF here.

Equity funds focus on growing companies that we believe may deserve a greater share of your portfolio. Our funds aim to invest in companies that are driven toward long-term results for our investors with stability and risk mitigation in evolving market environments.

Process

Our Equity funds focus on growing companies that can strengthen your portfolio—and your equity. We believe that we build fundamentally based equity funds focused on stability and risk-mitigation in evolving market environments—funds that seek to deliver long-term results for you.

Keeping your financial goals in mind, we invest in companies that are gaining market share and exhibiting strong potential. We examine protective barriers around competitive advantages for each company, analyze financial results and develop expectations for the future.

Note: Equity securities are more volatile and carry more risk than other forms of investments. We manage net exposure and merit.

How We Make Equity Funds Work For You:

Discover

We constantly seek to identify companies capable of generating solid returns for you. We also consider secular trends that lend themselves to long-term investment horizons.

Assess

We evaluate risk and reward based on our expectations of company fundamental performance.

Invest

We value assets relative to market and growth prospects.

Monitor

We monitor our investments closely. If we believe the investment prospects are less than we expected, we remove the stock from the portfolio.