Aerospace/Defense Opportunities Portfolio


The trust seeks to provide capital appreciation.

Strategy Description

The trust seeks to achieve its objective by investing in a portfolio of securities of companies involved in aspects of the aerospace and defense industry. Eugene E. Peroni, Jr. of Peroni Portfolio Advisors, Inc. (the “Portfolio Consultant”) selected the trust’s portfolio seeking securities of companies that could benefit from heightened geopolitical tensions and U.S. military build-ups amid concerns of global terrorism and a greater investment focus on homeland security. Once the investment universe was identified, Mr. Peroni screened the securities using the Peroni Method, a technical research based discipline.



Series 2019-2

Asset Class

Investment Strategy/Goal

Investment Type/Style