| NASDAQ (NMS) Exchange | US Country |
The company operates a mutual fund focusing on mid-capitalization companies with a strategy aimed at identifying potential high-growth equities. By mandating a minimum investment of 80% of its net assets (plus any borrowings for investment purposes) in the equities of these mid-cap entities, the fund seeks to leverage the unique market position and growth potential of these companies. The investment philosophy is grounded in the belief that companies exhibiting above-average earnings or sales growth, combined with reasonable valuations and manageable debt levels, offer compelling investment opportunities. The portfolio managers are tasked with the careful selection of such equities, applying rigorous analysis to ensure each investment aligns with the fund's growth and valuation criteria.
The cornerstone of the fund's offering, this service centers on investing in the equity securities of mid-capitalization companies. These are typically firms with a market capitalization that falls within the range defined as 'mid-cap', which varies over time and depending on the market. The focus is on companies that demonstrate the potential for above-average growth in earnings or sales, ensuring they also meet the fund's standards for valuation and debt management. This investment approach is designed to capitalize on the growth potential and valuation anomalies often found in the mid-cap sector, aiming for superior returns for investors.