Description

This fund aims to achieve significant wealth accumulation over the long term. It primarily invests in the stock of small and micro-cap companies, encompassing both international and domestic enterprises. Specifically, its portfolio includes equity securities of businesses, both foreign and domestic, that had a market capitalization of under US$5 billion at the time of their purchase. The fund has the discretion to concentrate a substantial portion of its assets within a limited number of sectors, including but not limited to consumer discretionary, consumer staples, financial services, healthcare, industrials, and information technology.