ABC Fundamental-Value Fund

Objective

ABC Fundamental-Value Fund searches for fundamentally attractive North American equities. The primary objective of the Fund is to seek longā€term capital appreciation by investing in a diversified portfolio of all-capitalization Canadian and American common stocks. Our focused fundamental research seeks North American equities with appealing valuations, increasing dividend income and growth potential.

 
 

Top Ten Holdings

  • NVIDIA Corp.
  • Microsoft Corp.
  • Apple Inc.
  • Amazon.com Inc.
  • Alphabet Inc., Class A
  • ASML Holding ADR
  • Meta Platforms Inc.
  • ServiceNow Inc.
  • Micron Technology Inc.
  • Boston Scientific Corp.

As at June 28, 2024

Sector Breakdown

Geographic Breakdown

 

The ABC Fundamental-Value Fund has a minimum initial investment of $25,000.

© 2024 I.A. Michael Investment Counsel Ltd. All right reserved. Design by New Design Group.