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Business Update ........ With $220 million in the Global Opportunities mutual fund we’re very close to our soft close target and would expect that if the trend in flows continues we will likely be closing the Global Opportunities Fund to new investors within a few months (existing investors will be able to add to their positions and existing advisors will be able to add new clients).
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Business Update
........ With $220 million in the Global
Opportunities mutual fund we’re very close to our soft close target and would expect that if the trend in flows continues we will likely be closing the Global Opportunities Fund to new investors within a few months (existing investors will be able to add to their positions and existing advisors will be able to add new clients).