Ubiquitous Strategy Portfolio


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 of companies deriving a substantial portion of their revenues worldwide that Pence Capital Management, LLC (the “Portfolio Consultant”) believes are involved in aspects of the transformation of consumer behavior and a shift in how people transact purchases.



Series 2019-3

Asset Class

Investment Strategy/Goal

Investment Type/Style