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The fund aims to invest in leading-edge businesses that are positioned to bring about or benefit from disruptive innovation. Companies may be of any market capitalization and market sector. Selection begins with a top-down analysis for global investment themes within each industry. The process combines with bottom-up fundamental and technical analysis to select 40-60 stocks with growth potential. Stocks selected may be from established or emerging contributors, however the portfolio will tilt to smaller companies.
Purpose Global Innovators Fund · Issued by Purpose Investments