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SCOUT EQUITY OPPORTUNITY FUND ( SEOFX ) From David's early Preview Feb 2014 Scout Equity Opportunity Fund seeks to provide long-term capital gains by investing in a largely-domestic, all-cap portfolio. Direct foreign investment is limited to 20% of the portfolio. The manager is Brent Olson, who just joined Scout from Three Peaks. From 2010-13, he co-managed Aquila Three Peaks Opportunity Growth Fund (ATGAX). While I can’t prove a cause-and-effect relationship, ATGAX vastly underperformed its mid-cap growth peers for the decade prior to Mr. Olson’s arrival and substantially outperformed them during his tenure. The fund provides Scout with a successor to its mild-mannered Scout Stock Fund, which is liquidated in March 2013. The initial expense ratio has not been announced; the minimum initial investment is $1000, reduced to $100 for IRAs and accounts with an AIP provision. http://www.mutualfundobserver.com/2014/02/february-2014-funds-in-registration-2/
