Angels Portfolio

Objective

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

Strategy Description

The trust seeks to provide total return, primarily through capital appreciation, by investing in a portfolio of stocks of companies that the Sponsor believes have strong fundamentals. Despite the current state of the economy the Sponsor believes there are always stocks of companies that are mispriced based on their current fundamentals and their future outlook. The Sponsor believes that this provides for opportunity as the markets begin to recognize these companies’ implied value.

Sponsor

Series

Series 2019-1Q

Asset Class

Investment Strategy/Goal

Investment Type/Style