Investment objective
The Fund seeks long-term total return from a combination of income and capital gains. The Fund seeks to invest in companies that we believe have sustainable competitive advantages, at times when we calculate that their stocks are undervalued. The strength of this discipline is derived from independent research, focusing on quality enterprises and applying disciplined valuation metrics.
Off-Hours Price |
Change |
YTD change |
Weight | ||
|---|---|---|---|---|---|
| 58.54USD | +0.84% | +51.50% | 2.68% | ||
| 37.86USD | -0.50% | +18.32% | 2.55% | ||
| 276.18USD | +1.44% | +19.16% | 2.53% | ||
| 100.04USD | +0.24% | +169.36% | 2.51% | ||
| 232.44USD | +0.11% | +6.93% | 2.47% | ||
| 176.72USD | -0.20% | -9.24% | 2.47% | ||
| 183.17USD | +4.20% | -16.53% | 2.46% | ||
| 268.03USD | +2.99% | -23.80% | 2.37% | ||

















