FUND STRATEGY

Keystone seeks long term growth of capital for its clients through the careful selection of stocks we expect to appreciate at a faster rate than the benchmark. These stocks will be evaluated based on a variety of key factors and where our research identifies one or more underappreciated opportunities for growth in one or more of those key factors. Stock selection is further based on the fundamentals of revenue, earnings, cash flow and management depth and credibility. Sector allocation is a by-product of individual stock selection.

Stocks will generally be selected from those which are primarily traded on the US exchanges or markets.

Cash flow: The amount of net cash generated by an investment or a business during a specific period.