| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 288 | $21,251.52 | $22,443.84 | $1,192.32 | 5.61% |
| NASDAQ (NMS) Exchange | US Country |
The fund is a unique investment vehicle focusing on identifying and investing in small to mid-cap companies that are undervalued yet have a strong growth trajectory. By meticulously selecting equity securities of United States-based companies, which fall within the market capitalization range of those listed in the Russell 2500TM Index at the time of the initial purchase, the fund aims to offer its investors a pathway to potentially rewarding investment opportunities. The strategic emphasis on companies that not only are undervalued but also demonstrate significant growth potential makes this fund an attractive option for investors looking to diversify their portfolios with investments that have a balanced mix of risk and potential for high returns.
This service focuses on investing in companies that are considered small to mid-cap in size and are currently undervalued in the market. It targets companies that have a strong potential for growth, reaching beyond their current valuation. By identifying these undervalued entities within the U.S. market, the fund aims to secure investments that are poised for significant value increase over time.
The fund primarily invests in equity securities. This includes stocks of U.S. companies that have market capitalizations falling within the range of those included in the Russell 2500TM Index. The selection process is rigorous and based on the initial purchase market cap, ensuring that the investments align with the fund's strategy of targeting small to mid-cap companies with a robust growth outlook.
Investments are tailored to target companies whose market capitalization mirrors the range of companies listed in the Russell 2500TM Index at the time of initial purchase. This strategy allows the fund to diversify its portfolio across various industries and sectors within the small to mid-cap space, providing a balanced exposure to different market dynamics and opportunities.