TSPAHX Transformers Strategy 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 of companies deriving a substantial portion of their revenues worldwide that Pence Capital Management, LLC (the “Portfolio Consultant”) believes are involved in aspects of the transformation of consumer behavior and technological innovation. Today, the world is vastly different from even just ten years ago, and that is a trend that the Portfolio Consultant expects will continue to develop. Improvements in processing power are enabling the creation of artificial intelligence (AI) and the propagation of semiconductors in everyday items for the “Internet of Things” (IoT) which are connecting consumers and their devices like never before and enabling the rise of robots.

Summary Data

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