BKCG

BKCG concentrates its investments on large-cap companies, maintaining a portfolio of 25-35 firms that exhibit growth potential exceeding US economic trends and showing strong earnings or cash flow. Employing fundamental analysis, the fund selects companies with leading industry positions, profitability, strong balance sheets, and an international presence, using a buy-and-hold strategy to minimize turnover. It can allocate up to 10% of its assets to foreign securities, including ADRs, and may concentrate over 20% of its portfolio in certain sectors. The investment process involves evaluating both qualitative and quantitative factors, such as the company's competitive position and industry developments. BKCG may invest a significant portion of its assets in a smaller number of issuers, aiming for long-term capital appreciation.