BGRO

BGRO adopts a pure-growth style approach within the US large-cap space. The fund pursues attractive risk-adjusted capital growth by targeting companies with robust growth potential and earnings power to generate alpha. The adviser employs deep fundament analysis to construct a high-conviction portfolio consisting of common stock, preferred stock, convertible securities, and ADRs. The strategy emphasizes companies with similar economic characteristics to the Russell 1000 Growth Index. Up to 20% of the assets may be allocated to other foreign securities, including EDRs.