Description

This fund's primary strategy involves dedicating a minimum of 50% of its equity capital to companies categorized as small-sized. While predominantly focused on these smaller firms, it also has the flexibility to invest in larger corporations that demonstrate significant growth potential. The portfolio manager defines small-sized companies as those whose market capitalization, at the time of initial acquisition, falls within the range of businesses included in the Russell 2000® Growth Index. Additionally, the fund is permitted to hold international securities, which may encompass investments in developing economies.