A diversified mutual fund representing our “best ideas” for long-term capital appreciation. Historical emphases in small- and mid-cap growth, Health Care and Information Technology.
Invests across industry sectors and market capitalizations with at least 80 percent of securities in bonds with an expected weighted average duration between three and nine years.
A diversified mutual fund representing our “best ideas” for current income, income growth, and long-term capital appreciation. Balanced exposure to fixed-income and equity-income securities.
A diversified equity fund representing our “best ideas” approach to dividend-paying stocks.
A concentrated mutual fund representing our “best ideas” for long-term capital appreciation in the information technology and communication services sectors as well as healthcare technology and device industries (≧80%). The fund has a non-diversified approach with ≧5% holdings cumulatively ≦50% of the fund. May invest in illiquid securities (≦15%).