The Bluemonte Total Market Equity portfolio seeks to provide capital growth and is designed to express the investment team’s internal views on the relative attractiveness of the large, mid, and small cap portions of the domestic equity market. This fund can overweight any portion of that capital spectrum, and may simultaneously express views on other factor tilts such as growth, value, quality, etc. It is designed to represent Bluemonte’s most compelling ideas regarding overall U.S. equity market positioning.
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