| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 5,214 | $279,316.17 | $351,343.83 | $72,027.66 | 25.79% |
| NJL Nelson J. Lam LAM GROUP Inc. | 9,285 | $529,246.31 | $622,002.15 | $92,755.84 | 17.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 208 | $12,981 | $13,646.88 | $665.88 | 5.13% |
Jon Deven Mouton CAP Partners, LLC | 14,406 | $791,072.24 | $960,952.23 | $169,879.99 | 21.47% |
Susan Sharin Efficient Frontier Advisors LLC | 7,143 | $402,105.21 | $476,580.96 | $74,475.75 | 18.52% |
| ARCA Exchange | US Country |
The fund is designed for investors looking to capitalize on the growth potential of small cap companies in emerging markets across various sectors, industry groups, and countries. It aims to generate higher returns by focusing on investing in companies that exhibit smaller market capitalizations alongside higher profitability and value characteristics. The strategic approach emphasizes diversified investment to mitigate risk while pursuing higher growth opportunities found within emerging economies. The fund's investment philosophy centers on the belief that smaller companies in less developed markets can offer significant growth potential, often untapped or undervalued by the broader market. By carefully selecting companies with solid profitability and value indicators, the fund endeavors to outperform traditional market indices and provide investors with a unique pathway to growth and diversification.
This service focuses on investing in small capitalization companies within emerging markets. The fund identifies and invests in companies that possess high growth potential but may be overlooked by larger investors. The emphasis is on finding businesses with solid fundamentals, innovative products or services, and the capacity to lead or disrupt markets, thereby offering the potential for significant returns.
By spreading investments across a variety of sectors, industry groups, and countries within emerging markets, the fund seeks to capitalize on global growth trends. This diversification strategy aims to reduce risk by not being overly reliant on any single market or sector's performance. It allows investors to benefit from a broad exposure to the dynamic and fast-paced growth characteristic of emerging economies.
The fund places a premium on companies that demonstrate higher profitability and value characteristics. This approach targets businesses that are not only growing and capable of sustaining that growth but also are undervalued compared to their intrinsic worth. It is a strategy that combines the principles of growth and value investing to identify companies with the best potential for returns.