| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 8,452 | $237,888.46 | $257,236.62 | $19,348.16 | 8.13% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 232,226 | $6.22M | $7.1M | $878,670.3 | 14.13% |
| NASDAQ (NMS) Exchange | US Country |
The described investment fund is focused on leveraging the growth potential of mid-cap companies through a strategic approach to equity investment. By allocating at least 80% of its net assets—and any additional funds borrowed for investment purposes—towards mid-capitalization equity securities, the fund seeks to capitalize on the unique market position and growth trajectory of these companies. The investment strategy emphasizes an active, systematic methodology, powered by a proprietary quantitative analysis, to identify and invest in growth stocks within the mid-sized capitalization segment. This strategy is designed to unearth companies with significant growth potential, providing investors with a targeted opportunity to participate in the value creation typically associated with mid-cap investments.
This product focuses on investing in the equity securities of mid-cap companies that show significant growth potential. By targeting companies with medium market capitalization, the fund aims to offer investors the opportunity to benefit from the growth dynamics and potential market value increases of these firms. The investment approach is structured around selecting companies that, through quantitative analysis, have been identified to offer strong future growth prospects, thereby aiming to secure favorable returns on investment.
The fund employs an active, systematic investment strategy, utilizing a proprietary quantitative methodology to select mid-cap growth stocks. This approach is designed to systematically identify and invest in companies with the potential for high growth, based on rigorous analysis. By actively managing the investment portfolio through this systematic approach, the fund seeks to adapt to changing market conditions and capitalize on growth opportunities as they arise, striving to maximize investor returns while managing risk.