Quarterly Commentary
September 30, 2024
Dividend Income+
To generate current income in the form of a dividend yield exceeding that of the S&P 500 and achieve longterm capital appreciation by selecting and investing in companies with compelling fundamental factors and underlying free cash flow metrics.
September 30, 2024
Absolute Opportunity+
To achieve long-term capital appreciation by selecting and investing in companies with compelling upside potential due to pricing inefficiencies and/or market-driven events.
September 30, 2024
Core+
To achieve long-term capital appreciation by selecting and investing in companies with compelling upside potential due to pricing inefficiencies and/or market-driven events.
September 30, 2024
Evolution+
Seeks to achieve long-term capital appreciation. The investment portfolio invests opportunistically and selects companies with compelling upside potential, pricing inefficiencies, and/or event driven opportunities.