BASAMX Building America Strategy Portfolio

Objective

The trust seeks to provide above average total return primarily through capital appreciation.

Strategy Description

The trust seeks to achieve its objective by investing in a portfolio of stocks of companies that Pence Capital Management, LLC (the “Portfolio Consultant”) believes can benefit from “building America” through infrastructure projects including civil construction, engineering, and the sale of construction materials. This strategy is based on Portfolio Consultant’s belief that America’s infrastructure, bridges, tunnels, roads, airports, and rail networks, are in need of repair and modernization.

The primary focus is to identify publicly traded companies with the capacity, ability, and necessary tools to take on large scale infrastructure projects in America.

Summary Data

Label Value
Symbol BASAMX
Status
Sponsor
Series Series 2019-4
Asset Class
Investment Strategy/Goal
Investment Type/Style