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Strategies & Market Trends : Young and Older Folk Portfolio

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Lee Lichterman III

Menominee

To: Lee Lichterman III who wrote (700)	12/21/2021 4:06:18 AM
From: chowder	3 Recommendations Read Replies (2) of 22059

Re: AIO ... Fund Objective: The Fund's investment objective attempts to simultaneously capture equity market exposure and current income utilizing a disciplined, fundamental, bottom-up research process combined with traditional credit analysis. The Fund attempts to reduce the risk of capital loss through, among other things, independent credit analysis focused on downgrade and default risks and the implementation of a clearly defined sell discipline strategy. So basically, this fund can invest anywhere they see an opportunity to capture market exposure. Having said that, 40% of the fund exposure is in the technology sector.

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