Description

The fund utilizes a dual-pronged investment strategy, blending rigorous quantitative analysis with insightful qualitative assessments to pursue its objectives. Its primary focus is on small-capitalization equities, dedicating a minimum of 80% of its net assets (including any capital leveraged for investment) to a diverse portfolio of such stocks. While emphasizing U.S.-domiciled companies, the fund also has the flexibility to allocate capital to Canadian equities and American Depository Receipts. Furthermore, it retains the option to engage in short-sale transactions, limited to 25% of its net assets.