This strategy seeks capital appreciation through the investment of micro capitalization equity securities.
What is the Micro Cap Strategy?
• Invests in micro capitalization (typically under $1 billion) companies with strong fundamentals and excellent growth or turnaround potential.
• Portfolio of financially sound companies with low price-to-earnings and debt ratios while growing revenues and surpassing earnings expectations.
• Strategy also considers sector exposure in current macro environment and technical momentum factors of each security.