IMS Capital Value Fund Institutional Class (IMSCX)

Overview

This company specializes in investing in common stocks of both mid-cap and large-cap U.S. companies, employing a strategic approach to select a diversified portfolio. The underlying philosophy combines value investing with a focus on positive momentum, aiming at identifying stocks that not only are undervalued but also have the potential for upward price movement. This blend of strategies is designed to mitigate risk while seeking to maximize returns for investors by capitalizing on various market conditions.

Products and Services

• Mid-Cap Stock Investments

  The company focuses on investments in mid-cap U.S. companies, defined by their market capitalization. These are firms that exhibit significant growth potential and are considered to be in a 'sweet spot' for investment, balancing the rapid growth opportunities of small-cap companies with the stability of large-cap companies. The selection process for these investments hinges on identifying companies with both undervalued stock prices and positive momentum, indicating potential for future appreciation.

• Large-Cap Stock Investments

  In addition to mid-cap stocks, the firm also invests in large-cap U.S. companies. These are well-established firms with substantial market capitalization. The investment strategy for large-cap stocks leans on finding undervalued companies that possess positive momentum characteristics. This approach seeks to ensure that investments are not just safe but are also poised for value appreciation, leveraging the stability and lower volatility typically associated with larger companies.