This means that a “hub” of closed-end or index funds is surrounded by “spokes” of concentrated positions in individual stocks with market capitalizations generally over $5 billion. We take this approach to investing in large cap, liquid markets because, often, larger companies are more widely followed, their prospects are more widely known, and their shares are more efficiently priced.
The strategy’s objective is to outperform the S&P 500 Index over full market cycles.
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