Apogee Fund,


Fund Investment Objectives

The Apogee Fund is a long-biased, long/short investment fund that seeks to deliver superior long-term capital gains and appreciation over a market cycle. The manager concentrates on equities of smaller public companies (<$3billion), including those in the energy, engineering construction, specialty finance, consumer service and healthcare sectors, and typically retains the stocks for multiple years in order to realize maximum value. In doing so, over the Fund's 17-year track record, it has outperformed the majority of the major indices.