WCAP

WCAP employs an unconstrained approach to maintain a portfolio of 30 to 50 equity securities. Investments are not limited by market capitalization, listing, sector, or industry exposure. The fund combines macroeconomic analysis, focusing on interest rates and market valuation, with fundamental research on individual companies. Security selection also takes into account a company's earnings, revenue growth potential, market position, industry dynamics, financial strength, and competitive advantages. The strategy focuses on companies capable of increasing enterprise and shareholder value over time. As an actively managed fund, the adviser retains full discretion over final investment decisions.