| ARCA Exchange | US Country |
The company focuses on investment in mid- and small-capitalization companies that exhibit above-average earnings growth potential. With a strategy that allocates at least 80% of its net assets plus any borrowings for investment purposes towards equity securities, it targets entities poised for significant growth. The fund is open to engaging in various market opportunities, including initial public offerings (IPOs), and showcases a global investment approach by allocating up to 25% of its assets in foreign companies, encompassing those in emerging markets. Despite its broad investment horizon, it maintains a non-diversified status, concentrating its investments in potentially high-growth sectors.
Primarily invests in equity securities of mid- and small-capitalization companies believed to have high growth potential, making this the core offering. This approach is designed to capitalize on the opportunity for greater returns by focusing on companies on the cusp of significant expansion.
The fund actively participates in IPOs, providing investors with an avenue to partake in the potential windfalls from investing in companies as they first enter the public markets. This strategy taps into the early growth stages of these companies, potentially leading to higher returns.
With up to 25% of its assets dedicated to foreign companies, including those in emerging markets, the fund offers diversification beyond domestic investments. This segment enables exposure to the growth potential in rapidly developing economies and sectors globally.