Fund Investment Objectives

Gutzwiller ONE invests in listed, primarily US securities. Investment objective of the fund is to provide significant long-term capital appreciation by investing primarily in a well-diversified portfolio of quality U.S. common stock at discounted value. F. Boulte & Y. de la Fressange actively seek stocks of established companies that they believe the market is undervaluating- Their investments are based on a highly disciplined, bottom-up, and value-oriented approach. The Portfolio can invest in large, medium and small cap stocks. Today the fund is mainly invested in blue chip companies with global operations.