| NASDAQ Exchange | United States Country |
The fund described specializes in investment strategies focusing on both foreign and domestic small- and micro-cap companies. By adopting a strategy to invest in firms with a market capitalization of less than $5 billion at the time of purchase, it emphasizes opportunities in a segment of the market that can often go overlooked by larger, more mainstream investors. The investment approach is designed to be global, with considerations for companies economically tied to at least three different countries, including the United States. This diversity is aimed at leveraging potential growth in various economies and mitigating risks associated with concentrating investments in a single country or region.
This product targets the equity securities of small- and micro-cap companies globally, focusing on those with market capitalizations of less than $5 billion at the time of purchase. It reflects a strategic choice to tap into the potential high growth of smaller companies, which may benefit from specific market dynamics, innovations, or geographic expansions.
The fund's services include investing in companies that are economically tied to at least three different countries, ensuring a diversified investment portfolio. This global approach aims to manage risk through geographical diversification, while also pursuing opportunities for growth by investing in markets or regions demonstrating potential for economic expansion.