| OTC PINK Exchange | United States Country |
The fund described aims to achieve its investment goals through a focused strategy that allocates at least 80% of its resources (inclusive of net assets and any funds borrowed for the purpose of investment) into small cap growth strategies. These strategies are collectively managed by a range of unaffiliated investment managers, each bringing their unique approach to the fund. These external managers, referred to as Sub-Advisers, are responsible for the day-to-day management of a segment of the fund's portfolio. The distinctiveness of this fund lies in the diverse investment methodologies employed by the Sub-Advisers, each operating autonomously with their own asset selection process. The fund's structured yet varied approach seeks to harness the potential of small cap growth investments through its composite strategy.
This product focuses on investing primarily in small cap companies with high growth potential. By allocating at least 80% of the fund's assets towards these strategies, the fund seeks to tap into the dynamism and agility of small cap markets. Investment in these areas is facilitated through a curated selection of sleeves, or segments, each managed by different unaffiliated investment managers.
Each Sub-Adviser oversees a specific portion of the fund's assets, employing distinct investment strategies. This model of operation enables the fund to benefit from the diverse expertise and investment approaches of various specialists. Sub-Advisers work independently from one another, ensuring a multifaceted yet cohesive investment methodology. Their autonomy is fundamental to the fund's strategy, allowing for a broad spectrum of investment techniques and decisions.