FAM Small Cap Fund Institutional Class (FAMDX)

Overview

The investment advisor operates with a strategic focus on value investing, primarily targeting equity investments in small-cap companies. This dedicated approach signifies a commitment to identifying undervalued stocks that present significant growth potential. The firm firmly adheres to a principle of investing a substantial portion of its assets—specifically, at least 80%—alongside any borrowed funds, exclusively in the securities of small-cap entities. For identification and investment purposes, small-cap companies are defined by this advisor as those whose market capitalization at the time of initial investment is within or below the range of companies listed in the Russell 2000 Index during its most recent reconstitution period. This methodology showcases the advisor's specialized focus on leveraging the market's undervalued segments, particularly small-cap stocks, to potentially yield high returns for their investors.

Products and Services

• Value Investing in Small-Cap Stocks

This service is at the core of the investment advisor's offering. Specializing in value investing, the firm seeks out stocks considered undervalued by the market but have strong potential for appreciation. The target investment sphere is within the small-cap domain, specifically companies that, at the time of purchase, have a market capitalization within or below the range of the Russell 2000 Index. This strategy is intended for investors seeking growth through investments in small-cap companies with significant undervalued positions and growth potential.