| NASDAQ (NMS) Exchange | United States Country |
The fund is dedicated to capitalizing on investment opportunities within the domestic small and mid-cap market sectors. It employs a growth-oriented investment approach, aiming for capital appreciation by identifying undervalued stocks with potential for near-term value increase. These equities are selected based on a thorough analysis conducted by the Advisor, ensuring they exhibit characteristics indicative of future appreciation. The primary focus is on those companies deemed to be operating under their intrinsic value yet poised for significant growth, enabling the fund to strategically position itself for potential gains.
The fund’s cornerstone offering involves investing in equity securities of domestic small and mid-capitalization growth companies. Through meticulous research and valuation, the fund targets companies expected to experience rapid growth, thereby providing potential high returns on these equity investments.
Striving for capital appreciation, the fund seeks out companies that are currently undervalued but exhibit strong future growth characteristics. By employing strategic investment tactics, the fund aims to ensure a profitable turnover by betting on the stocks' future success and market value appreciation.