.png){kind=spacer}
Equity Growth Fund
The Equity Growth Fund is committed to investing in leading businesses essential to the growth economy, including Large Cap industry leaders like Google, Amazon, and Microsoft. These companies are distinguished by their larger market cap, faster growth, and superior operating margins. They represent stability, leadership, and consistent growth in their respective fields.
Steadfast Expansion, Reliably Delivered. Crafted from Pillars of the Growth Economy.
The Equity Growth Fund continues our tradition of supporting influential companies by selectively investing in pivotal sectors. These sectors include Semiconductors, Internet Content and Information, Software Infrastructure, Software as a Service (SaaS), Payment Services, Cybersecurity, and Streaming Services. The Fund focuses on companies that are central to the current economic landscape, with the potential to sustain growth and profitability.
Interenet Content and Information
Internet Content and Information influences the creation and dissemination of information globally, revolutionizing media, advertising, and digital interactions. It promotes diverse content sharing platforms, improving global communication and accessibility and reshaping global information.
Semiconductors
Semiconductors are crucial for modern technology, powering innovation across computing, telecommunications, and beyond. They are fundamental in electronic devices, enabling advancements and efficiencies in a multitude of technological applications, driving the digital age forward.
Software as a Service (SaaS)
SaaS delivers flexible, cloud-based software solutions on-demand, revolutionizing how businesses operate by reducing costs and enhancing productivity. It provides broad access to applications, facilitating remote work and simplifying IT infrastructure, making it a cornerstone of digital transformation.
Software Infrastuructre
Software infrastructure provides the essential backbone for a myriad of technological systems and services, vital for modern business operations. It supports the development, deployment, and scalability of applications, ensuring robust and reliable technological ecosystems.
Payment Services
Payment services modernize and secure financial transactions, transforming how money is exchanged in the digital realm. They are integral to e-commerce, peer-to-peer payments, and the overall digital economy, making transactions more efficient and secure.
Cybersecurity
The protection of digital infrastructures, networks, and sensitive data from increasingly sophisticated cyber threats depends on cybersecurity. In our digital-first world with constant cyber threats, it's essential for privacy, trust in digital transactions, and intellectual property protection.
Streaming Services
Streaming services have revolutionized entertainment, providing on-demand access to movies, music, and TV shows. They cater to diverse tastes, support multiple devices, and are transforming content consumption, production, and distribution models.
Strategy Description
The Equity Growth Fund employs a systematic methodology focused on well-known, large-cap investments that are strategically positioned to drive the worldwide economy. This approach seeks out businesses that are not just part of their industry but are influential in shaping its future. The primary sectors of focus encompass Internet Content and Information, Software Infrastructure, Software as a Service, Payment Services, Cybersecurity, and Streaming Services. These sectors are the heartbeat of the digital era, with a significant impact on the global economy. The fund's investments are more than financial; they represent strategic partnerships with industry leaders who are essential to technological progress.
Overview
Type: Active Equity
Typical # of Holdings: 25-30
Inception: Feb. 2022
Portfolio Manager: Christopher Passarelli
Revenue Growth Target: 15-25%
Questions? Seeking Further Insight?
Share insights into your current personal and financial status free of charge and with no strings attached. You'll have the chance to interact with a professional in wealth management, providing a space for tailored conversation and responses to all your queries.
