This fund aims to achieve long-term growth for its investors. It employs a momentum-driven investment approach, primarily focusing on stocks and other equity-related instruments, such as exchange-traded funds (ETFs), equity index futures, and real estate investment trusts (REITs). These investments target small-capitalization U.S. companies traded on principal U.S. exchanges or the over-the-counter market, specifically those the adviser identifies as exhibiting positive momentum.
