| OTCM Exchange | United States Country |
This fund is managed by a sub-adviser that focuses on investing primarily in small-capitalization companies located outside the United States. The sub-adviser's strategy is to invest, under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) in these small-cap entities. The investment approach is centered on identifying and investing in equity securities of companies that are considered undervalued according to the advisor's analysis. This strategy aims at leveraging potential market inefficiencies and price discrepancies to achieve growth and value for the investors by focusing on small-cap markets outside the U.S. where there may be more opportunities for undervaluation.
This product focuses on investing in equity securities, such as stocks, of small-cap companies. Small-cap companies are typically defined as having a market capitalization that is smaller compared to mid-cap and large-cap companies. Investing in these types of companies located outside the United States allows for diversification and the potential for high growth, albeit with a higher level of risk.
The service of investing specifically in small-cap companies located outside the United States offers investors the opportunity to diversify their investment portfolio on a global scale. This approach takes advantage of potential growth opportunities in international markets, which might be overlooked by investors focusing only on domestic or large-cap markets. The fund seeks to identify undervalued companies in these regions, providing a strategic advantage in seeking long-term capital appreciation.