The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. Holdings will be widely diversified by industry and issuer, and stock selection may reflect either a growth or value investment approach. It may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives.
Fund filings (PDF) »
Gregory McCrickard (Started: Sep 2, 1992)
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Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24, Baltimore MD 21202, USA