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Home > Financial Services > Mutual Funds > Shepherd Large Cap Growth
Shepherd Large Cap Growth
The Shepherd Large Cap Growth Fund is a mutual fund whose only investment objective is growth of capital. The Fund will invest in a diversified portfolio of common stocks of companies that meet the Fund's investment and social criteria. The Fund defines large cap companies as those whose market capitalization falls within the range of the S&P 500.
The investment advisor uses a bottom-up approach to choosing investments, emphasizing a stock selection process favoring positions in leading U.S. companies that are global leaders in their industry. These global U.S. companies generally have high returns on equity, dominant competitive positions, pricing power and predictable and consistent earnings growth. These stocks typically demonstrate considerably higher growth in earnings, dividends, reinvestment rates and high rates of free cash flow generation.
The Fund will not knowingly invest in companies that are engaged, directly or through subsidiaries in abortion, pornography, alcohol, tobacco, gambling and companies that support anti-family based lifestyles. Additionally, the Advisor reserves the right to exercise its best judgment to exclude ownership in other companies whose corporate practices could be found offensive to traditional American values and Judeo Christian ethics.
Pursuant to a Plan of Reorganization, the Dominion Insight Growth Fund was reorganized into the Shepherd Large Cap Growth Fund which commenced operations on April 16, 2002. Since inception in 1992, the Dominion Insight Growth Fund primarily invested in mid-cap growth and technology stocks. Beginning October 1, 2001, the Fund’s investment advisor restructured the investment portfolio to focus on large cap growth stocks that meet certain Values-Based social screens. Thus the following performance results for the Shepherd Large Cap Growth Fund for periods prior to October 1, 2001; reflect the performance of the Dominion Insight Growth Fund’s previous investment strategy of investing in mid-cap growth and technology stocks.
Shepherd Large Cap Growth Fund seeks growth of capital. The fund normally invests at least 65 percent of its assets in equities selected based on evaluation of factors including asset value, cash flow, and earnings per share. The fund may invest up to 10 percent of its assets in American Depositary Receipts. It may from time to time invest a portion of its assets in U.S. government securities, high grade commercial paper, corporate bonds and debentures, or preferred stocks.
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