Paradigm Micro-Cap Fund (PVIVX)

Overview

The company focuses on investing a significant portion of its assets, specifically at least 80%, in the common stocks of U.S. micro-cap companies. These are defined by their market capitalization falling within the range of those listed in the Russell Microcap® Index at its most recent reconstitution. The investment strategy involves a dynamic assessment of sector weightings, allowing for an overweight position in certain sectors as deemed opportune. Investment decisions are primarily driven by the anticipated value realization of the stocks or the availability of new investment opportunities with higher expected returns. This approach underscores a proactive and responsive management style aiming to capitalize on the growth potential of micro-cap companies while navigating market dynamics.

Products and Services

• Investment in U.S. Micro-Cap Stocks

  This service is centered around the allocation of at least 80% of the fund's net assets to acquire common stocks of micro-cap companies in the United States. These companies are selected based on their market capitalization fitting within the range of those included in the Russell Microcap® Index as of its latest reconstitution. This strategy targets the growth potential inherent in micro-cap markets, offering investors an opportunity to participate in the dynamic segment of the economy.

• Sector Overweight Strategy

  As part of its investment strategy, the fund occasionally adopts an overweight position in certain sectors. This implies a strategic increase in investment in specific sectors anticipated to outperform, based on current market analysis and future growth prospects. This approach allows for flexibility in capitalizing on sector-specific trends and opportunities, enhancing the potential for above-average returns.

• Proactive Stock Management

  The fund employs a proactive strategy in managing its stock portfolio. Stocks are sold either upon realizing the value anticipated by the Advisor or when new investment opportunities with potentially higher returns are identified. This entails a continuous assessment of the portfolio to maximize returns by capitalizing on profitable exits and reallocating resources to more promising investments. The dynamic nature of this strategy is key to adapting to market changes and optimizing investment outcomes.