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 companies that have a proven track record of competitive advantages and the ability to produce sustainable value
In selecting securities for the portfolio, the research team focuses on companies that are trading at significant discounts to their estimated intrinsic value.
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 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 companies that have a proven track record of competitive advantages and the ability to produce sustainable value
In selecting securities for the portfolio, the research team focuses on companies that are trading at significant discounts to their estimated intrinsic value.
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.