| NASDAQ (NMS) Exchange | United States Country |
The fund is designed to cater to investors looking for an opportunity to invest in domestic small and mid-capitalization growth companies. Its primary goal is capital appreciation, which it aims to achieve by focusing on investments in equity securities that are perceived to be undervalued but possess traits anticipated to spur price appreciation in the near future. The selection of these growth companies is based on rigorous analysis conducted by the Advisor, who seeks to identify undervalued stocks with promising characteristics for appreciation.
The fund offers a focused investment product characterized by a strategic approach to selecting small and mid-cap growth companies. Detailed below are the key aspects of its offering: