The investment seeks to achieve long-term capital appreciation. The fund will normally invest at least 80% of its net assets in the securities of U.S. companies. The Adviser's security selection process begins by analyzing a proprietary database of a universe of the largest 1,400 U.S. listed securities measured by market capitalization and ranking the securities based on a systematic methodology. From this universe, the Adviser uses a proprietary strategy to construct a portfolio of approximately 75-120 of the highest ranked common stocks that is weighted based on the Adviser's assessment of a security's fundamental value.
Fund filings (PDF) »
Joel Greenblatt (Started: Nov 3, 2010)
Robert Goldstein (Started: Nov 3, 2010)
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