Description

The fund dedicates a minimum of 80% of its total capital (including any borrowed funds) to equity investments. It specifically targets smaller enterprises, defined as companies with total operating revenues of $500 million or less at the time of their initial purchase. While primarily investing in common stocks, the advisor's core objective is to identify and nurture a select group of exceptional smaller firms that possess the potential to evolve into significant, large-scale corporations. This focused portfolio typically consists of 40 to 65 securities, each chosen because the advisor believes it offers substantial growth opportunities.