WTLS

ABOUT THIS FUND

This actively managed fund utilizes a sophisticated, model-driven methodology. Its primary objective is achieved by allocating capital across two distinct investment approaches: a long/short strategy focused on U.S. equities and a conventional long-only strategy also targeting U.S. stocks. Under typical market conditions, the fund dedicates a significant majority – at least 80% – of its net assets, including any borrowed funds used for investment purposes, to either U.S. equity securities directly or derivative instruments that provide exposure to the U.S. stock market.