The fund’s objective is to appreciate capital through investing in small-size companies in the U.S.
The investment process starts with a list of companies with market capitalization less than $3 billion. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.
The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements, long growth runway and low shareholder participation. The fund favors companies with near-term catalysts to lift stocks higher in the next 18 months.
The fund practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.