| NASDAQ (NMS) Exchange | United States Country |
This fund is dedicated to investing in equity securities, with a strong focus on small companies that show potential for rapid revenue growth and above-average earnings growth rates. The fund meticulously allocates at least 80% of its net assets to such companies, both within the U.S. and internationally. The investment strategy leans heavily on the expertise of the Adviser, which selects companies it believes are on the verge of rapid growth, anchored by a definition of small capitalization companies as those having a total common stock market value of $3 billion or less at the time of investment.
Central to its strategy, the fund invests in the equity securities of promising small companies globally, with a specific focus on the U.S. and non-U.S markets. This includes a predominant allocation towards the common stocks of companies which are projected to experience significant growth in the near future.
The fund specializes in identifying and investing in companies that are defined as small capitalization, with market values at or below $3 billion. This focus targets businesses positioned for significant growth in revenues and earnings, leveraging the potential for higher returns that small cap investments can offer.