| NASDAQ (NMS) Exchange | United States Country |
This international investment fund focuses on identifying and investing in high-potential small-capitalization companies based outside of the United States. By targeting both developed and emerging markets, the fund seeks to provide investors with a diversified portfolio that taps into the growth potential of smaller companies around the globe. The investment approach is guided by a disciplined strategy that emphasizes investing in a mix of issuers from at least ten countries, aligning with the Morgan Stanley Capital International AC World Index ex USA Small Cap Index. This strategy is designed to spread investment risk and optimize returns by tapping into various international markets. The fund's management team aims to maintain a well-balanced portfolio, holding between 80 and 85 stocks at any given time, which has been tailored to mitigate both issuer-specific and broader portfolio risks.
Investment in common stocks and equity securities of small-capitalization companies allows investors to tap into the growth potential of these entities. The focus is on companies across non-U.S. developed and emerging markets, aiming to capture higher returns that small-cap stocks can offer compared to their larger counterparts.
The fund's strategy includes diversifying investments across issuers located in at least ten of the countries included in the Morgan Stanley Capital International AC World Index ex USA Small Cap Index. This international diversification is designed to minimize country-specific risks and benefit from growth across different regions.
With a portfolio of approximately 80-85 stocks, the fund takes a comprehensive approach to risk management. By maintaining a diverse portfolio, the fund aims to reduce the impact of issuer-specific risks and broader market volatility on overall investment returns. This careful balance seeks to provide a stable growth path for investors' capital.