| NASDAQ (NMS) Exchange | US Country |
This fund is dedicated to investing primarily in micro-cap companies across the United States, focusing on entities with market capitalizations under $500 million at the time of purchase. The strategy is to allocate assets towards both value-priced stocks and those demonstrating aggressive growth potential, seeking opportunities across a broad spectrum of the market. The investment approach encompasses a keen eye for "special situations," such as companies that are under restructuring, possess valuable patents, or are engaged in significant share repurchase programs. Through these methods, the fund aims to leverage the unique position and potential of micro-cap entities for the benefit of its investors.
Focuses on investing in United States-based companies with market capitalizations below $500 million at the time of initial purchase. This strategy targets firms positioned for growth or those undervalued by the market, aiming to uncover hidden gems within the micro-cap sector.
The fund diversifies its portfolio by including both value-priced stocks, which are deemed to be trading for less than their intrinsic value, and aggressive growth stocks, companies expected to grow at an above-average rate compared to their industry or the overall market. This balanced approach attempts to mitigate risk while capitalizing on growth opportunities.
Part of the fund's strategy is to invest in companies involved in unique scenarios that present distinct opportunities for growth or recovery. These include companies holding valuable patents, undergoing restructuring processes, or implementing large share repurchase programs. By identifying and investing in these special situations, the fund seeks to achieve higher returns for its investors.