Bergos – Global Equities B

Bergos – Global Equities primarily allocates more than two-thirds of its assets to high-quality stocks from both domestic and international markets worldwide, utilizing a quantitative model to select and adjust investments based on each market's conditions. Additionally, up to one-third of the portfolio may include financial instruments such as participation certificates, transferable fixed-income securities, money market instruments, convertible and option bonds, and warrants on transferable securities. This flexible approach allows the fund to adapt its holdings in response to the evolving global equity landscape.