Sustainable Business Model

The Manager only invests in companies that it believes have business models that are simple and straightforward. The Fund will not invest in companies with unproven business models or short product life cycles. The Fund seeks to invest in companies that have achieved above average returns on invested capital and strong competitive positions in their industries, resulting in strong free cash flows. Characteristics such as scalability of the business, recurring revenue, high barriers to entry and long product life cycles are found frequently among companies with sustainable business models.

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