Ancora/Thelen Small-Mid Cap Fund Class I (AATIX)

Overview

The company operates as an investment fund, primarily focusing on investing in the equity securities of small to mid-cap companies. By defining "small to mid-cap" companies as those whose market capitalization either falls within the range of the Russell 2500 Index or is at $10 billion or less at the time of investment, the fund specifically targets a segment of the market that presents unique growth opportunities. The Russell 2500 Index is known for tracking the performance of 2,500 of the smallest U.S. companies, making it a benchmark for investors interested in this sector. The fund's strategy involves allocating at least 80% of its net assets in these types of equities, underscoring its commitment to the small to mid-cap space.

Products and Services

The company’s offerings are centered on providing investors with opportunities to engage in the small to mid-cap segment of the market through a variety of investment products. These products are designed to meet the needs of investors looking to diversify their portfolios with the potential for significant growth that small to mid-cap companies can offer.

• Small to Mid-Cap Equity Investments:

  This product allows investors to directly participate in the equity of companies classified as small to mid-cap. By investing in companies within the Russell 2500 Index or those with a market capitalization of $10 billion or less, investors have the opportunity to potentially achieve higher returns. The investments are carefully selected based on thorough market analysis and the fund’s strategic objectives.

• Targeted Investment Strategies:

  With a focus on providing tailored investment solutions, the fund offers strategies that are specifically designed to navigate the complexities of the small to mid-cap market. These strategies are based on comprehensive research and a deep understanding of the factors that drive growth and value in this sector. Whether seeking aggressive growth or more conservative, value-oriented opportunities, investors can find a strategy that aligns with their goals.