CAPAHX Core Angels Portfolio


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

Strategy Description

The trust seeks to provide total return, primarily through capital appreciation, by investing in a portfolio of stocks of companies that the Sponsor believes have strong fundamentals. The Sponsor believes there are always stocks of companies that are mispriced based on their current fundamentals and their future outlook. The Sponsor believes that this provides for opportunity as the markets begin to recognize these companies’ implied value.

Summary Data

Label Value
Series Series 2019-2
Asset Class
Investment Strategy/Goal
Investment Type/Style