Science and Technology Equity Fund
A portfolio of typically 50-70 companies that we believe can benefit from the development and use of science and/or technology. With a core diversified portfolio of technology stocks, we also invest opportunistically in health care, communication services, consumer discretionary, and industrials.
Risk & Reward ?
1 2 3 4 5 6 7 Data as of: 30-Apr-2021
Data as of: 04-May-2021
83.54%Data as of: 31-Mar-2021
$14.1mData as of: 31-Mar-2021
-2.88%Data as of: 04-May-2021
N/AData as of: 31-Mar-2021
We believe that trends in the science and technology industries offer opportunities for significant capital appreciation. We seek to own innovative companies whose stocks we believe are underappreciated and undervalued, with an emphasis on competitively advantaged businesses with potential for durable revenue, earnings and cash flow growth.
Risk & Reward Data
Risk return statistics are not available until 3 years of data is available.
Performance - Net of Fees
Current Year Performance
Alphabet Class C
Was ( 31-Dec-2020 )
% of fund
% of fund
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