The Fund will invest primarily in domestic equity securities that, in the opinion of the manager, have above-average intellectual property portfolios and other characteristics, like strong earnings and dividend growth relative to their sector competitors, and that are members of the S&P 1500 Composite.
The fund also engages in short selling and investing in the securities of other investment companies, including exchange-traded funds (“ETFs”). The Fund will seek to produce income through dividends paid on securities and options (e.g., premium income on the sale of an option) and total return through an options strategy.
Symbols:
I-Share HIOIX
A-Share HROAX
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