The investment seeks long-term growth of capital. The fund principally invests in equity securities, consisting of domestic common stock, preferred stock, convertible securities, warrants and rights of companies whose securities may increase in value due to the development, advancement or commercial application of innovative strategies. The fund's investments in equity securities will consist primarily of domestic securities, it may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.
Fund filings (PDF) »
Clay Brethour (Started: Jan 1, 2004)
Dave Carlsen (Started: Jan 1, 2004)
Elizabeth Jones (Started: Jan 1, 2004)
# Contact ?>
Buffalo, 55420 W. 61st Place, Milwaukee, WI 53201, USA