The fund’s objective is to appreciate capital through investing in small-size companies in the companies around the world including the United States.
The investment process starts with a list of companies in the benchmark index between $50 million and $11 billion market capitalizations. 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 also applies macro-economic research overlay in selecting countries, allocating capital for countries and regions based on regulatory, political and business climate.
The fund is diversified across different countries and regions as part of its risk control and the fund practices strict buy and sell disciplines and follows strictly its risk management process on avoiding to lose money.