The Fund primarily seeks long-term growth of capital, with dividend income as a secondary consideration.
Holland Capital Management LLC, the Fund’s
investment manager, is a minority- and employee-owned
firm, focusing on high-quality, conservative
growth strategies, primarily for institutional investors.
Firm inception: 1991
Monica Walker, CEO and Chief Investment Officer,
co-portfolio manager, 24 years of industry
Carl Bhathena, co-portfolio manager, 20 years of
What separates the Fund from traditional growth
investing is its pursuit of principal appreciation with
greater stability, intended to limit investor losses
when the market turns down.
The Fund seeks high-quality growth companies
at a reasonable price.
The firm produces substantially all of its own
fundamental, bottom-up research.
The Fund also looks for well-run companies with
significant inside ownership or some other
evidence of management’s vested interest.
Total Fund Assets
|Holland Capital Management, LLC||
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