Fullthaler Behemoth Small-Mid Cap Core Fund (FTWCX)

Overview

The company in question is a fund that primarily focuses on investing in small to medium-sized companies within the United States. An integral aspect of its investment strategy is adhering to its 80% Policy, which directs at least 80% of its net assets, including borrowings for investment purposes, into common stocks of U.S.-based small to medium capitalization companies. This strategy underscores the fund's commitment to leveraging the growth potential of these companies. It is tailored to investors looking to diversify their portfolios with investments ranging across the varied landscape of the U.S. economy, with a particular focus on sectors that exhibit high growth potential.

Products and Services

The fund offers a diversified portfolio of investment products focused on small to medium capitalization companies in the U.S. In adherence to its investment strategy, the fund structures its investments across various sectors and products to optimize returns for its investors. Here's a closer look at the primary components of its portfolio:

• Common Stocks - The cornerstone of its investment strategy, focusing predominantly on companies with small to medium market capitalization. This approach leverages the potential for significant growth and valuation adjustments, offering investors the opportunity to benefit from the dynamism and innovation inherent in smaller businesses.
• Real Estate Investment Trusts (REITs) - A portion of the fund’s assets may be allocated into REITs, providing investors with exposure to the real estate market. REITs offer a distinct blend of income-generating potential and growth, making them a valuable component of any diversified investment portfolio geared towards long-term growth and stability.
• Business Development Companies (BDCs) - By investing in BDCs, the fund taps into the opportunity to finance small and medium-sized enterprises (SMEs) through debt and equity investments. BDCs are instrumental in providing capital to companies that are typically underserved by traditional financial institutions, thereby contributing to their growth and, by extension, enhancing the fund’s growth prospects.
• Exchange Traded Funds (ETFs) - The fund may also invest in ETFs whose investment characteristics align with the fund’s principal investment strategy. ETFs offer a flexible and efficient means of gaining exposure to a diversified basket of assets, thereby complementing the fund's goal of achieving a diversified and balanced investment portfolio.