M3Sixty Small Cap Growth Fund Institutional Class (MCSCX)

Overview

The fund mentioned operates with a clear focus on investment in small capitalization companies. These are defined by the advisory team as those whose market capitalization aligns with the constituents of the Russell 2000® Growth Index, a benchmark that naturally evolves over time. This methodological approach underscores the fund's strategic positioning to tap into the growth potential and dynamic nature of the small cap segment. The entity adheres to a policy where at least 80% of its net assets, inclusive of any borrowings intended for investment purposes, are allocated towards equity securities within this specific market segment. This disciplined investment philosophy is designed to capitalize on the unique opportunities presented by smaller companies, while also aiming to manage the inherent risks associated with this sector of the market.

Products and Services

• Equity Securities Investment in Small Cap Companies

This service forms the core of the fund's offerings, directing a majority of its resources towards purchasing equity securities of small capitalization companies. This investment strategy is predicated on the belief that small cap companies, as defined within the range of market capitalizations represented in the Russell 2000® Growth Index, offer substantial growth potential. The fund's commitment to maintaining at least 80% of its assets in this sector is reflective of its confidence in the ability of these enterprises to generate significant returns over time.

• Borrowings for Investment Purposes

In pursuit of its investment objectives, the fund may also leverage borrowings as a means to bolster its investment capacity. This approach allows the fund to augment its investment in small cap equities beyond what its net assets alone would permit. While this strategy entails additional risk, it is used with the intention of amplifying potential returns on invested capital. Borrowing for investment purposes is a tactical tool that enables the fund to act swiftly and capitalize on opportunities as they arise in the dynamic small cap market.