ABOUT THIS FUND
CLCG seeks long-term capital appreciation by focusing on large- and mega-cap US growth companies, with the goal of outperforming the Russell 1000 Growth Index. The portfolio holds 45-60 stocks, targeting companies with strong earnings or revenue growth potential. The fund combines fundamental and quantitative analysis to select companies with strong earnings or revenue growth potential, using multi-factor models that assess valuation, financial strength, growth prospects, competitive position, earnings, cash flows, dividends, and sustainable business practices. Using third-party data, the value-based screen limits companies with significant involvement in alcohol, tobacco, alternative smoking products, gambling, abortions, stem cell research, adult entertainment, psychoactive recreational cannabis, or related products. Additionally, the actively managed fund employs risk management techniques to establish constraints on individual securities and sectors.
