BDOGTX Bulldog Portfolio- A CJL LLC Portfolio

Objective

The trust seeks to provide above average total return primarily through capital appreciation. There is no assurance the trust will achieve its objective.

Strategy Description

The trust seeks to achieve its objective by investing in a portfolio of stocks selected by Cyrus J. Lawrence LLC (the “Portfolio Consultant”). The Portfolio Consultant considered stocks of companies for inclusion in the trust’s portfolio that it defines as “Bulldogs”. The Portfolio Consultant believes that these so-called Bulldogs have the potential to take advantage of the current global economic landscape.

Summary Data

Label Value
Symbol BDOGTX
Status
Sponsor
Series Series 2020-1Q
Asset Class
Investment Strategy/Goal
Investment Type/Style