American Renaissance Portfolio - A CJL LLC Portfolio

Objective

The trust seeks to provide above average total return primarily through capital appreciation.

Strategy Description

The trust seeks to achieve its objective by investing in a portfolio of stocks selected by Cyrus J. Lawrence LLC (the “Portfolio Consultant”). The Portfolio Consultant considered stocks for inclusion in the trust’s portfolio that meet its “American Renaissance” criteria which the Portfolio Consultant believes identifies companies with the potential to take advantage of the current economic landscape.

The “American Renaissance” criteria seeks to identify companies with potential to benefit from three longer term growth drivers: 1) a resurgence and renewed competitiveness of U.S. manufacturing, 2) the exploitation of U.S. domestic low cost energy as a result of hydraulic fracturing and 3) favorable long-term labor costs and housing demographics relative to other developed countries.

Sponsor

Series

Series 2019-3

Asset Class

Investment Strategy/Goal

Investment Type/Style