The fund seeks capital appreciation in the long term by investing in micro-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in equity securities of foreign and domestic companies that are estimated to trade below their fair values.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The fund anticipates investing across a range of industry sectors. However, certain sectors may be significantly overweighted or underweighted.
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in equity securities of foreign and domestic companies that are estimated to trade below their fair values.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.
The fund anticipates investing across a range of industry sectors. However, certain sectors may be significantly overweighted or underweighted.
