EURSYX European Select Portfolio - A CJL LLC Portfolio

Objective

The trust seeks to provide above average total return.

Strategy Description

The trust seeks to achieve its objective by investing in a diversified portfolio of stocks of companies organized in Europe selected by Cyrus J. Lawrence LLC (the “Portfolio Consultant”). Portfolio Consultant sought to identify stocks of companies exhibiting improving and sustainable earnings supported by attractive relative stock valuations. Companies selected for inclusion in the portfolio are expected by the Portfolio Consultant to be leaders in their respective industry, dominant regionally and recognized as either established or emerging global competitors. The trust’s “European Select” strategy has a dual focus of targeting companies that will be potential beneficiaries of global accelerating economic growth but also companies geared towards a sustainable European recovery.

Summary Data

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