Strategic Growth

Objective

This strategy seeks long-term capital appreciation by investing in high growth companies.

What is the Strategic Growth Strategy?
• Invests primarily in mid to large capitalization companies that, in the manager’s opinion, will demonstrate consistent top line or sales growth.

• Strategy is expected to have low turnover and long holding period of securities for more tax efficiency.

Category

Growth

Ticker

GROW

Inception

05/31/2023