The fund primarily seeks to acquire shares in companies of varying market capitalizations – from small to mid to large – located both domestically and internationally. The sub-advisor, an entity related to the main advisor, identifies these firms based on their potential for significant appreciation in their underlying intrinsic value. Beyond these core holdings, the fund also has the flexibility to engage in other opportunistic investment strategies. Notably, up to half of its total assets may be directed towards securities issued by companies within emerging market economies.