About PSQGX
Port Street Investment Solutions Quality Growth Fund Institutional is a value-driven, actively managed mutual fund designed to deliver total return through a diversified portfolio of high-quality equities. The fund focuses on identifying companies trading below fair value that exhibit sustained, above-average profit growth, robust balance sheets, and clear competitive advantages, with an emphasis on strong, capable management. Its central aim is to grow purchasing power in excess of inflation, safeguard capital during periods of market adversity, and achieve superior long-term returns compared to the broader market. The fund operates with a high active share and maintains moderate allocation exposure, typically balancing investments across equities, bonds, and cash alternatives. Key sectors impacted by the fund's strategy include technology, consumer, industrials, and healthcare, among others. Institutional investors and long-term capital growth seekers utilize this fund for its disciplined investment approach, low turnover, and efforts to minimize downside volatility, positioning it as an important instrument for moderate growth and risk-managed exposure within diversified portfolios.
Fund Family Port Street Investments
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol PSQGX
Share Class Institutional Class Shares
Index S&P 500 TR
PSQGX had a total return of 6.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.14%.
