Roundtable EverKey Global Focus Fund
The primary investment objective of this Fund is to provide long-term capital appreciation.
The Fund will invest in both developed and developing markets and hold concentrated positions from among its top investment ideas. EverKey’s investment strategy is based on identifying, researching, and investing in undervalued and under-researched ideas. EverKey’s portfolio management process emphasizes the longer-term, employs a risk management strategy to evaluate company, industry and geographic risks, and accentuates a low turnover approach.
The Fund may invest in fixed income securities, preferred shares, options, forwards and derivatives from time to time.
The Fund is appropriate for investors with a long-term investment horizon.