SVS Kennox Strategic Value Fund Class I Accumulation Shares

The SVS Kennox Strategic Value Fund aims for long-term capital growth by primarily investing at least 80% of its assets in a carefully selected group of global equities. These stocks are chosen because their business strengths are currently undervalued compared to their true worth, offering strategic value opportunities. The fund has no restrictions on geography or sector, allowing it to include companies from around the world and various industries. In addition to equities, the fund may hold up to 20% in cash and invest in other securities like investment funds, warrants, and money market instruments. The investment decisions incorporate environmental, social, and governance (ESG) factors to ensure a comprehensive analysis of each potential investment.