Fund Investment Objective

The International Equity Fund seeks long-term capital appreciation. Current income is a secondary consideration in selecting portfolio investments.

International Team

Our Approach

The International Equity Fund invests at least 80% of its total assets in the equity securities of non-U.S. based companies. The International Equity Fund typically invests in common stocks. The Advisor seeks to build a portfolio that we believe to be exceptional companies, across the capitalization range. The International Equity Fund typically holds a portfolio of between 40 to 70 securities which the Advisor believes have the potential for growth.

A Portfolio Focused on Exceptional Companies

The Fund seeks to invest in exceptional companies that save time, lives, money and headaches or provide an exceptional value proposition to consumers. The portfolio is comprised of these organizations that we believe have the potential to grow revenues and earnings significantly over a three-to-five-year investment time horizon and beyond.