The fund"s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: 1) tactical allocation is accomplished by identifying positive trends for asset classes, sectors, and industries; and 2) equity stock selection is based on quantitative analysis with an emphasis on earnings.
Company profile updated October 14, 2026.
As of October 12, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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