| NASDAQ (NMS) Exchange | United States Country |
The company's primary focus lies in financial investment, specifically targeting medium-sized companies for portfolio inclusion. This strategic approach is characterized by a rigorous investment discipline where at least 80% of the fund's net assets are allocated to medium-sized entities. These companies are defined based on their market capitalizations, fitting within a specific range identified by the portfolio managers. This range mirrors the market capitalizations of companies listed in the Russell 3000® Index, albeit excluding the largest 100 companies. This methodological exclusion aims to refine the investment pool to medium-sized companies poised for growth, aligning with the company's investment philosophy and objectives.
The company offers a singular, focused financial product designed for investors aiming to capitalize on the growth potential of medium-sized companies: