| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Tracy Murray EdgeRock Capital LLC | 526,021 | $13.31M | $15.9M | $2.59M | 19.45% |
| NASDAQ (NMS) Exchange | US Country |
The company specializes in a mutual fund designed to invest primarily in small-capitalization U.S. equity securities, particularly within the confines of the Russell 2000 index. The firm's investment strategy employs a systematic and Insight-driven approach, merging fundamental and quantitative methods for selecting investments. This dual strategy allows the company to capitalize on recurring inefficiencies frequently found in the market, aiming for optimal performance and enhanced returns on behalf of its investors.
This core product involves pooling capital from multiple investors to purchase a diversified portfolio of small-cap U.S. equity securities. The fund targets companies within the Russell 2000 index, focusing on those that demonstrate strong growth potential and underlying value.
The mutual fund employs a systematic investment methodology that integrates both fundamental analysis—evaluating financial health, earnings potential, and market position—and quantitative techniques that involve analyzing statistical data to identify trading patterns and market trends.
The firm conducts comprehensive market research to uncover recurring inefficiencies within the equities landscape. This research underpins the fund’s investment decisions, ensuring informed choices that aim to maximize returns while mitigating risks.
The company provides active portfolio management services, continually assessing the performance of investments and making necessary adjustments to optimize the fund’s performance based on market conditions and strategic insights.
The company maintains thorough communication with its investors, offering insights into market trends and the fund's performance. This commitment ensures that investors are well-informed about their investments and the strategic direction of the fund.