The fund’s investment strategy is to seek to grow the capital by investing in high quality companies that are favored by prominent long-term investors (“Gurus”) and at reasonable prices. The fund’s investment sub-adviser, GuruFocus Investments, LLC (the “Sub-Adviser”) tracks the equity portfolio holdings of approximately twenty Gurus. To be considered a Guru, the investor must have a long-term, publicly available, track record of at least ten years. In addition, the Guru must follow an investmen...
Sep 4, 2025, 7:58 AM EDT - 5 days ago
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May 25, 2025, 9:06 AM EDT - 3 months ago
Jul 18, 2022, 5:13 PM EDT - 3 years ago
DBC IAU VGIT VGLT VTI VTV
Apr 20, 2022, 4:29 PM EDT - 3 years ago
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Dec 16, 2021, 10:29 AM EST - 4 years ago