The AAMA Equity Fund is an open-end mutual fund focused on achieving long-term capital appreciation by investing predominantly in a diversified portfolio of equity securities. The fund allocates at least 80% of its net assets to equities, spanning companies of any market capitalization. Investments are primarily directed toward common stocks and exchange-traded funds, with additional exposure possible in preferred stocks, American Depositary Receipts, real estate investment trusts, convertible securities, and other mutual funds with similar strategies. The fund utilizes a rigorous, multi-step investment process that combines top-down sector analysis with bottom-up security selection, emphasizing valuation metrics, earnings growth, dividend yield, and balance sheet strength. Sector weightings are actively managed, which may lead to significant emphasis on certain economic sectors depending on market conditions. The fund's approach is inherently flexible, aiming to balance opportunities across diverse industries, and may also employ derivatives to manage cash exposure or maintain liquidity. Its key role in the financial market is to provide investors with professionally managed equity exposure, making it suitable as a core holding for diversified, long-term growth-focused portfolios.
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