Description

To meet its investment targets, the fund typically commits at least 80% of its total assets, including any borrowed capital, to a diverse range of equity securities issued by smaller U.S. enterprises. A core tenet of its approach is to primarily select companies that the Adviser identifies as possessing strong, above-average potential for growth. These eligible equity instruments encompass domestic common and preferred shares, convertible bonds, American Depositary Receipts (ADRs), Real Estate Investment Trusts (REITs), and Exchange Traded Funds (ETFs).