ABOUT THIS FUND
AVRY invests in 2030 US-listed equity securities of any market capitalization perceived to represent future consumer, enterprise, and market needs. The actively managed fund seeks to balance growth and value using internal research and fundamental analysis. The fund considers companies considered as Secular Winners (central to long-term trends like AI or automation), Transitional Compounders (established businesses transforming to align with future trends), or Balanced Framework (based on the Sub-Advisers 6Ms framework: management, market growth, market share growth, margin expansion, multiple expansion, and margin of safety). The actively managed fund primarily invests in US companies but may include foreign firms. Investments may include low-cost, broad-based equity ETFs. The fund may invest in cash, or cash equivalents.
