The Trust seeks above-average capital appreciation.
The Trust consists of a portfolio of common stocks.
The goal with the Trust is to choose well-capitalized companies with strong market positions. One important advantage that well-capitalized companies enjoy over others is that they have the potential to provide their stockholders with a greater degree of stability and performance over time.
Through the selection process, the Sponsor seeks to find companies with the following qualities:
• Well-capitalized with strong balance sheets;
• Skilled management;
• High liquidity;
• Ability to generate earnings growth; and
• Record of financial strength and profit growth.