Investment Objective & Strategy
The DGI Equity Fund seeks long-term capital growth through an all-stock portfolio of hand-picked companies. The goal is high, long-term absolute returns. This means investments are selected based on their potential to exceed the Fund’s required rate of return, rather than on any relationship to a market index. The Fund uses a “bottom-up” investment approach, targeting companies with durable competitive advantages, superior returns on capital, and attractive long-term growth prospects. We believe companies with these attributes are capable of compounding growth in intrinsic value of the business for extended periods.
The DGI Equity Fund Holdings
Top 10 Common Stock Holdings
Top Ten Holdings data is currently unavailable.
Partial portfolio holdings information will only be provided to the public and third parties for the most recent month-end period and only after a thirty (30) calendar day delay from the end of the month being provided. These holdings may include any combination of the portfolio holdings information except for full portfolio holdings.