| NASDAQ (NMS) Exchange | United States Country |
The company operates an investment fund that concentrates on capital investment in medium-sized companies. It adheres steadfastly to a strategy of investing no less than 80% of the fund's net assets into medium-sized enterprises. For the purpose of this investment strategy, medium-sized companies are defined based on their market capitalizations, specifically those that fall within the range of the Russell 3000® Index after excluding the top 100 largest companies. This approach allows the portfolio managers to target a segment of the market they believe offers growth potential, while also managing risk by diversifying the fund’s holdings across a broad range of industries and sectors within this defined segment.
The core offering is focused on investing in medium-size companies, which are chosen according to a specific criterion: their market capitalizations must place them within the range of the Russell 3000® Index but outside of the largest 100 companies. This service aims to exploit the potential growth opportunities that medium-sized firms can offer, believing they possess the ideal balance between the rapid growth potential of small companies and the stability of large corporations.