With Richard Freeman transitioning to a senior advisor role, how does the team ensure continuity and consistency in the investment strategy? How has Evan Bouman’s role evolved since joining, and what unique perspectives does Aram Green bring, given his strong track record with mid-cap funds?

The fund's P/E ratio is slightly lower than its peers but higher than the benchmark. How does the fund balance growth potential with valuation risks, especially in the current high-valuation environment?

The top 20 holdings account for over 70% of the portfolio. How frequently does the portfolio turnover, and what triggers a change in top holdings? How does this high concentration align with the fund's overall risk management strategy?

With $185 million in total assets, how does the fund’s size impact its ability to execute trades without affecting market prices? Are there liquidity concerns, especially in market downturns?

The fact sheet does not mention ESG factors. How does this fund incorporate Environmental, Social, and Governance considerations into its investment decisions? Is there a screening process, and how does it impact stock selection?

Given the low turnover ratio, what is the fund’s approach to managing tax efficiency, especially in the context of capital gains? How does this affect long-term returns for investors in different tax brackets?

Given the current economic environment, what adjustments, if any, are the fund managers considering to align with potential market shifts? How does the fund plan to capitalize on emerging trends or protect against foreseeable risks?