Johnson Opportunity Fund Class I (JOPPX)

Overview

The company described focuses on capital growth through investments in equity securities of small and medium sized U.S. companies, specifically targeting those with a market capitalization below $20 billion. Through its specialized advisory services, the company aims to identify and invest in businesses that present significant opportunities for capital appreciation. This investment strategy suggests a proactive approach to portfolio management, with a preference for companies lying outside the large-cap segment, which are often believed to offer higher growth potential albeit with a corresponding increase in risk.

Products and Services

The company's offerings are centered around investment in equity securities within specific market parameters. Below are the key products and services provided:

• Equity Investment in Small and Medium Sized U.S. Companies: This service focuses on investing in the equity of U.S. companies with a market capitalization below $20 billion. The aim is to leverage the growth potential of these smaller companies, which might not be as readily apparent to the broader market.
• Capital Growth Opportunities: Through diligent research and advisory, the company identifies businesses within the said market cap range that show potential for significant capital appreciation. The advisory service is a critical component, suggesting a deep analysis and understanding of market dynamics and individual company performance to pinpoint these opportunities.