Virtus KAR Small-Cap Core Fund Class I (PKSFX)
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Virtus KAR Small-Cap Core Fund Class I Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The described company operates within the financial sector, specifically focusing on investment in small market capitalization companies. It aims to achieve long-term capital appreciation by investing a minimum of 80% of its assets into common stocks of these companies. This strategic investment approach is designed to generate returns that meet or exceed those of the small capitalization market while simultaneously incurring less risk. This is achieved by the fund's selective investment process, whereby its subadviser handpicks small market cap companies that are believed to have sustainable competitive advantages and whose stocks are priced attractively. This methodical selection process ensures that investments are not just made on the basis of market trends but are backed by a thorough analysis of the company’s potential for sustained growth and profitability.
Products and Services
- Long-term Capital Appreciation Investments
This product focuses on the long-term growth of capital by investing in a carefully selected portfolio of small market capitalization companies. The aim is to pick stocks that not only present a promising growth trajectory but also align with the fund's strategy of minimizing investment risk relative to the small cap market. This is particularly appealing to investors looking for growth opportunities in the more volatile small cap sector but wish to mitigate the associated risks.
- Risk-Managed Investment in Small Cap Stocks
By adopting a selective investment approach, the fund prioritizes investments in small cap companies that exhibit sustainable competitive advantages. This selective process is geared towards managing the risk often associated with small market capitalization investments. The subadviser's expertise in identifying companies with solid fundamental strengths at attractive valuation plays a crucial role in this service. It caters to investors who are inclined towards small cap investments but are cautious of the high risk and volatility.
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