GARY seeks long-term capital appreciation by actively managing a portfolio of US large-cap stocks considered to have high growth characteristics. The portfolio is constructed using a quantamental methodology that combines quantitative analysis (screening for momentum, valuation, sentiment, and technical factors) with fundamental research (evaluating competitive position, management, and valuation). The fund emphasizes large-cap stocks but may also invest in mid- and small-cap companies with compelling growth prospects. It maintains a long-term investment horizon but may sell positions if specific quantitative or fundamental criteria are no longer met. The fund is non-diversified, meaning it can have larger positions in fewer companies than diversified funds.

فئة الأصول

Equity

الجهة المصدرة

Mango

موطن التسجيل

US

تاريخ التأسيس

19 ديسمبر 2025

ISIN

US00764Q5615