The Fund’s investment objective is to achieve maximum capital appreciation and to provide long term growth. The Fund will to look to invest in a diversified portfolio, consisting primarily of equity and equity-related securities in the greater energy related sectors, such as; oil and gas exploration/production; servicing and drilling; alternative energy; power generation; liquified natural gas; chemicals; etc. The Fund may also look to take advantage of opportunities in the greater resource space, including metals, agricultural commodities, and special situations. With a growth focus, the Fund will be looking to invest in a tight list of highly concentrated opportunities in the small-to-mid capitalization arena. The Fund may invest in late stage privates/early stage public opportunities to take advantage of emerging situations.
With the fund’s focus on growth oriented companies as well as emerging new businesses, investors may look to the Fund to compliment and accentuate their existing exposure in the greater energy space.
|(as of 09.30.19)|
May 1, 2015
MONTHLY PERFORMANCE (%, NET OF FEES)