| NASDAQ (NMS) Exchange | United States Country |
The described entity is a fund that primarily focuses on investing the majority of its assets in common stocks of companies. These companies are selected based on their market capitalizations, which, at the time of purchase, fall within the capitalization range of the companies that comprise the Russell 3000® Growth Index. The Adviser managing the fund aims for long-term capital appreciation by strategically investing in both established and emerging companies. A significant aspect of their investment strategy is a bottom-up stock selection process, which emphasizes evaluating each investment opportunity based on the individual merits of the company, rather than prioritizing macroeconomic or sector trends.
The primary service offered by the fund involves investing in common stocks of companies with market capitalizations that align with the Russell 3000® Growth Index. This approach allows for a diversified portfolio that captures the growth potential of both established and emerging companies.
By focusing on long-term investments in high-potential companies, the fund aims to achieve capital appreciation over time. This approach is well-suited for investors seeking growth in their investment portfolio and who are willing to withstand the volatility associated with stock investments.
Unlike traditional investment strategies that might focus on sector trends or macroeconomic factors, this fund emphasizes individual company analysis. This bottom-up stock selection process involves in-depth research and evaluation of companies on their own merits, including financial performance, market position, and potential for growth, to identify attractive investment opportunities.