Objectives & Process

The Fund's primary investment objective is to produce growth of capital, with a secondary objective of current income through the receipt of interest and dividends. The Fund attempts to achieve this objective by investing primarily in equities and secondarily in investment grade fixed income securities of mostly larger companies. Analytical emphasis is focused on financial ratios such as pre-tax margins, return on equity, cash flow return and earnings growth which are expected to be superior to those of the average company. We utilize a forward "Alpha" equity model based on multiple factors tested over 25 years using standard information coefficients, which provides an added dimension of discipline to our process.

Three fundamental practices are:

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Institutional Class $100,000
IRA $2,500

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