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FOCUS: U.S. and global stocks
MARKET OUTLOOK
We have no targets for market averages and do not manage money relative to the indexes. Our funds (the Dynamic Global Dividend Fund, Dynamic American Fund and Dynamic Global Discovery Fund) invest in a concentrated portfolio of high-quality companies that we think will do well over the next three to five years. We also offer the Dynamic Global Asset Allocation Fund, a balanced fund with a concentrated portfolio of equities and fixed income.
When we own companies that are in cyclical industries, we do have a positive medium-term view of the industry. The industries we presently like include but are not limited to medical devices (Hoya), sensors (Halma, Hamamatsu Photonics), construction (Belimo, Sika), defence (Elbit Systems), semiconductors (Inficon, Taiwan Semiconductor), composite materials (Schweiter) and many others.