We expect interest rates to remain relatively range bound and for the investment implications of normalized rate policy to affect companies’ capital allocation decisions and stimulate merger and ...

The strategy is more concentrated than its Mutual Series peers, holding 25-35 stocks; the managers have gradually trimmed the number of holdings in order to focus on their highest-conviction picks.

The Fund seeks capital appreciation, which may occasionally be short-term. The secondary investment goal is income. Under normal market conditions, the Fund invests primarily in equity securities ...

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