רשימה זו היא ניתוח המבוסס על אירועי שוק אחרונים. זו אינה המלצת השקעה.
אודות
The fund typically commits at least 80% of its total assets to common shares issued by smaller firms. Its advisor categorizes small-cap enterprises as those with market valuations aligning with the Russell 2000® Index at the moment of their initial acquisition for the portfolio. Furthermore, the investment team embeds environmental, social, and governance (ESG) considerations directly into its foundational investment analysis, employing a holistic strategy throughout the selection process.