Formally marketing the fund to a broad audience for the first time since inception.

Investment Philosophy

Leverage

the equity market’s long-term positive returns with long bias.

Pursue

growth at a reasonable price (GARP)

Take Positions

when fundamental outlook differs materially from the consensus view

Focus

on individual stock selection to outperform the market

Manage

risk through diversification

Maximize

after-tax returns with long holding periods, minimize short-term gains