The investment seeks capital appreciation. The fund normally invests at least 80% of its assets in common stocks of small capitalization companies and ETFs that invest primarily in small cap companies. It defines small cap companies as those with a market capitalization at the time of purchase within the capitalization range of $100,000,000 to $5,000,000,000. The advisor selects common stocks using its aggressive value strategy. This strategy utilizes 3 stages to select securities: (1) screening, (2) fundamental analysis and (3) risk management.
Fund filings (PDF) »
Thane Cleland (Started: Dec 31, 2010)
Eric Hamilton (Started: Dec 31, 2010)
Cheryl Prinz (Started: Dec 31, 2010)
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CWC, 5800 SW Meadows Road, Suite 230, Lake Oswego, Or 97035, USA