CENTX

About CENTX

Centerstone Investors Fund Class I is a global allocation mutual fund designed to seek long-term capital growth by flexibly investing across various asset classes. Managed by Abhay Deshpande, CFA, since its inception in 2016, the fund primarily targets equities—normally investing at least 60% of its net assets in equity and equity-related securities—while maintaining the flexibility to allocate up to 40% of assets in fixed-income instruments, regardless of credit rating or maturity. The fund’s portfolio is diversified geographically and by sector, with notable exposures to both U.S. and international markets, and includes allocations to gold and money market instruments for added diversification and risk management. Centerstone Investors Fund Class I distinguishes itself with a moderately aggressive approach and an active management style, aiming to balance capital appreciation and risk across global opportunities. It is categorized within the Global Allocation space, making it particularly relevant for investors seeking a blend of growth and defensive characteristics from multiple asset classes and regions.