Fund Investment Objective

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

Large/Mid Team

Our Approach

The Mid Company Fund invests at least 80% of its total assets in a portfolio of equity securities of companies with total operating revenues of $500 million to $10 billion at the time of initial investment ("mid sized companies"). The Mid Company Fund typically invests in common stocks. The Advisor seeks to build a portfolio of exceptional mid companies with the wherewithal to become exceptional larger companies. The Mid Company Fund typically holds a portfolio of between 40 to 60 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 or 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.