Summary
The fund seeks capital appreciation in the long term by investing in companies in the United States.
The investment process is designed to highlight companies with market capitalization above $2 billion and meet growth, valuation, and earnings hurdles.
The research team using fundamental analysis and quantitative research identifies companies that meet capital structure guidelines and exhibit earnings and growth track records.
Next, the team with the help of qualitative research and individual stock based analys
Link
Directors
Mar 14, 2022- Vaidheesh Krishnamurti
- Harshal Chaudhari
- Gregory Bouleris
- Scott Silberstein
Chief Compliance Officer
- Brian Harris
Fund Manager(s)
- Chris Sierakowski
- Paul Nestro
- Michael Solecki
Price
Company Name |
Holding |
| Microsoft Corp | 5.36 % |
| Amazon.com Inc | 4.77 % |
| Apple Inc | 4.71 % |
| Alphabet Inc | 3.28 % |
| JPMorgan Chase & Co | 2.87 % |
| Facebook Inc | 2.67 % |
| Visa Inc | 2.47 % |
| Applied Materials Inc | 1.94 % |
| Boston Scientific Corp | 1.87 % |
| Lowe's Cos Inc | 1.85 % |
| More |
Performance
YTD
11.6%
3 Year
-0.86%
5 Year
35.71%
Best
35.21%
2013
Worst
-35.66%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 12.5% | 6.8% | -5.2% | 6.1% | -17.7% | 13.2% | 0.2% | 7.6% | -1% | 0.8% |
| Q2 | -0.7% | 10.1% | -15.6% | 9% | 21.6% | 4.3% | 5.5% | 2.8% | 2.3% | 0.5% |
| Q3 | - | -2.8% | -4.7% | - | 3% | -0.5% | 8% | 4.2% | 5.9% | -8.5% |
| Q4 | - | 8.4% | -2.4% | -3.5% | 12.4% | 3.9% | -13.6% | 4.2% | 2.7% | 5.8% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.3% | 6.5% | 3.2% | -0.8% | - | - | - | - | - | - | - | - |
| 2023 | 6.9% | -3% | 3% | 2% | 1.5% | 6.3% | 3.1% | -1% | -4.8% | -1.2% | 9.2% | 0.7% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 12% | 24% | -26% | 12% | 16% | 24% | -3% | 21% | 10% | -2% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| GESSX | 12% | 24% | -26% | 12% | 16% | 24% | -3% | 21% | 10% | -2% |
| Russell 1000 Index | - | - | -19% | 25% | 19% | 29% | -7% | 19% | 10% | -1% |
| Alpha | 12% | 24% | -7% | -13% | -3% | -4% | 4% | 1% | 0% | -1% |