Description

This fund's primary objective is to achieve substantial long-term capital growth for its investors. It commits a minimum of 80% of its total assets, including any capital sourced through borrowing, to equity investments in small-sized companies. Its core holdings consist of common and preferred shares issued by U.S.-based small-capitalization firms. The fund employs a flexible investment strategy, targeting high-quality businesses that demonstrate either growth prospects or value-oriented characteristics within an expansive opportunity set.