Performance Commentary
September 30, 2026
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, 2026
To achieve long-term capital appreciation and favorable risk-adjusted returns by selecting and investing in companies with sustainable competitive advantages, durable growth prospects, improving earnings and strong free cash flow.
September 30, 2026
To generate current income in the form of a dividend yield exceeding that of the S&P 500 and achieve long-term capital appreciation by selecting and investing in companies with compelling fundamental factors and underlying free cash flow metrics.
September 30, 2026
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.