WPG Partners Select Small Cap Value Fund Institutional Class (WPGSX)
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WPG Partners Select Small Cap Value Fund Institutional Class Profile
| NASDAQ Exchange | United States Country |
Overview
The fund is an investment entity that focuses on capitalizing on the potential growth of U.S. companies with a market capitalization that falls within the range of the Russell 2000® Value Index. It aims to achieve its investment objective by allocating at least 80% of its net assets, along with any borrowings for investment purposes, into the equity securities of these companies. While primarily focused on domestic equities, the fund also holds the flexibility to invest in depositary receipts and equity securities of foreign companies, indicating a broad scope of investment opportunities. It is classified as non-diversified, which means it can invest a larger portion of its assets in fewer issuers than a diversified fund.
Products and Services
- Equity Securities Investment
The fund primarily invests in equity securities of U.S. companies that are within the market capitalization range of the issuers included in the Russell 2000® Value Index at the time of purchase. This strategy targets companies believed to have the potential for growth and value increment, providing a focused investment approach towards smaller, value-oriented firms in the U.S. market.
- Investment in Depositary Receipts
As part of its strategy to diversify and explore growth opportunities beyond the U.S., the fund may invest in depositary receipts. These are negotiable financial instruments issued by a bank to represent a foreign company's publicly traded securities, enabling the fund to gain exposure to international markets without the complexities of direct investments in foreign equities.
- Equity Securities of Foreign Companies
In addition to depositary receipts, the fund directly invests in equity securities of foreign companies. This allows for direct exposure to international markets, providing the fund with access to a wider range of investment opportunities outside the U.S. It enriches the investment portfolio by adding international diversity, which can potentially mitigate risk and enhance returns.
