| NASDAQ (NMS) Exchange | US Country |
The company specializes in managing investment funds, focusing on investing in medium-sized companies. Operating under the principle of adhering to market conditions, the company dedicates a significant portion of its fund's net assets, specifically at least 80%, to investments in these companies. For the purpose of investment, medium size companies are defined based on their market capitalization, aligning with those within the range of the Russell 3000® Index but excluding the top 100 largest companies. This approach allows the company to target investments in enterprises that possess the potential for growth and scalability, aligning with the investment objectives and strategies laid out by the portfolio managers.
This service focuses on allocating at least 80% of the fund's net assets into medium-sized companies. These companies are selected based on their market capitalization, fitting within the range of the Russell 3000® Index, excluding the largest 100 companies. This strategy aims to tap into the growth potential of these enterprises, providing investors with the opportunity to benefit from the scalable nature and potential market value increase of medium-sized businesses.