| NASDAQ (NMS) Exchange | US Country |
The company specializes in investment management focusing on medium size companies. By defining medium size companies as those whose market capitalizations fall within the capitalization range of the Russell 3000® Index, excluding the largest 100 companies, it sets a clear parameter for its investment strategy. The portfolio managers commit to investing at least 80% of the fund's net assets in these targeted companies under normal market conditions. This strategy is designed to capture the growth potential of medium size companies, blending the agility of smaller firms with the stability of larger ones.
The company offers a range of investment products and strategies focused on medium size companies, each designed to meet the diverse needs of its clients. These include: