The Richmond, Virginia-based investment manager that created the Jamestown funds will expand the family with an offering that looks at individual common stocks.
In an
SEC filing Friday,
Lowe Brockenbrough & Co. laid out plans for the
Jamestown Select Fund, which will be part of the Williamsburg Investment Trust Series.
Focusing on long-term growth, the new fund will build a diversified portfolio, customarily keeping at least 80 percent of assets in common stocks. A screening process will allow Lowe Brockenbrough to choose investments on a stock-by-stock basis from the S&P 500 and the 50 largest-cap stocks in the S&P 400 MidCap Index.
 
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