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

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

In March 2020, at the beginning of the pandemic, Beacon Mutual Aid was operating within 24 hours. Volunteers were never in short supply. “We have a lot of people who are ready and willing to ...

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 ...