FPA Queens Road Small Cap Value Fund Investor Class (QRSVX)

Overview

The fund is designed to cater to investors interested in tapping into the potential of small capitalization U.S. companies. By focusing primarily on equity securities, including common stocks, preferred stocks, and convertible securities, the fund offers a strategic approach to investing in this segment. With a commitment to invest at least 80% of its assets in the equity securities of small-market-cap companies, the fund positions itself as a dedicated player in the pursuit of growth and value creation within this distinctive market niche. This dedicated approach to small-cap investing seeks to leverage the growth potential and dynamism of these companies, offering investors a pathway to potentially significant returns.

Products and Services

• Equity Securities Investment
  

  The fund primarily focuses on investing in equity securities of small capitalization U.S. companies. This includes common stocks, which represent shares of ownership in a company; preferred stocks, which provide dividends before common stocks and have priority in the event of liquidation; and convertible securities, which can be converted into a predetermined number of common stocks, usually at the discretion of the holder. This diversified approach to equity investment allows the fund to target growth opportunities within the small-cap sector, aiming to maximize returns for investors by tapping into the potential of these companies.

• Small Market Capitalization Focus
  

  By dedicating at least 80% of its assets to investments in companies with small market capitalization, the fund makes a clear commitment to the small-cap sector. This strategy is rooted in the belief that small-cap companies, due to their size and stage of development, offer unique growth opportunities that can lead to significant returns. The fund's focus on this market segment is designed to capitalize on the agility and innovation frequently found in smaller companies, potentially translating into higher growth rates and increased investment value over time.