In addition to the materials shared below, current shareholders can access a password-protected content library that includes individual investment reviews and recordings of our past investor day presentations.
To access our complete library, please log in or request access here.
The Fund is non-diversified, meaning that it invests its assets in a smaller number of companies than many other funds. As a result, an investment in the Fund has the risk that changes in the value of a single security may have a significant effect, either negative or positive, on the Fund’s net asset value per share.
Please click the Factsheet link above to obtain the Top 10 Holdings.
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