| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMC Linda M. Cash Hicks Capital Management LLC | 88,599 | $2.61M | $1.87M | -$745,122.91 | -28.53% |
| BATS Exchange | US Country |
The company specializes in investment services focusing on equity securities of large market capitalization companies. These are firms with market capitalizations that align with those listed in the Russell 1000® Index or the S&P 500® Index. By dedicating at least 80% of its assets to investments in such companies, the fund aims to leverage the growth potential and stability offered by well-established entities in the market. It operates as a non-diversified fund, which means it may concentrate its investments in fewer securities than a diversified fund. This strategy can lead to higher volatility but also offers the potential for significant returns, aligning with the objectives of investors seeking growth through exposure to leading companies in their respective industries.
The core offering involves investing in the equity securities of large market capitalization companies. These investments are designed to provide shareholders with the opportunity to benefit from the financial performance of some of the largest and most stable companies in the market. Equity securities typically include common stocks, preferred stocks, or any securities convertible into or exchangeable for such stock. By focusing on companies comparable in size to those within the Russell 1000® Index or the S&P 500® Index, the fund aims to combine growth potential with the stability of established market leaders.