TGRT seeks long-term capital growth by actively managing a portfolio of US large-cap stocks with growth characteristics. Despite not having market-cap restrictions, the fund focuses on large-cap stocks. The fund utilizes fundamental research and active, bottom-up stock selection to construct a portfolio. Companies perceived to have an above-average rate of earnings and cash flow, sustainable earnings momentum, occupation of a lucrative niche, and the ability to expand even during economic downturns are considered for selection. The fund may have substantial investments in the information technology and consumer discretionary sectors.