
Stock Details
CEO
N/A
Sector
Financial Services
Industry
Asset Management - Global
Full Time Employees
0
Address
875 East Wisconsin Ave Ste 800, Milwaukee, WI, 53202
The primary objective of this fund is to achieve substantial capital appreciation over the long term. Its management team utilizes rigorous fundamental analysis to build a diversified global equity portfolio. They identify and invest in companies, both domestically and internationally, that they believe are trading below their intrinsic value. Specifically, the fund targets high-quality businesses demonstrating robust financial health and leadership teams prioritizing shareholder returns. Under typical market conditions, the fund allocates its capital predominantly to common shares and other equity-related instruments across worldwide markets.