The BLM Fund's investment objective is to provide Share Price a high level of current income with an emphasis on long-term growth. To achieve this, the fund will invest in shares of publicly traded companies that have market capitalization of more than $1 billion. Such companies are expected to hold a significant Share Price of the respective markets and to engage in activities that can be characterized as "going concerns". For example, we expect that some of these stocks may trade at a discount or be subject to lock-in periods. Since most of our holdings are small cap, large company stocks, it is not necessary for us to purchase many shares on a daily basis.

Most of the time, however, we will enter into securities or exchange traded products through which we may purchase a number of shares on a regular basis. We do not intend to liquidate any positions once they are purchased. As the amount invested by shareholders grows, so too does the potential return of such shares held by the Fund.