What are the regulatory requirements for investing in foreign assets?

Dec 3, 2023 ... Large cap doesn't consistently outperform small cap. It has recently but over the longer term small cap has outperformed. The Fund aims to achieve long-term capital growth on your investment. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. ... The Swan Defined Risk U.S. Small Cap Fund is a distinct, hedged equity fund focused on US Small Cap equities designed for growth while mitigating risk. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held ... Calamos Timpani Small Cap Growth Mutual Fund Overview. The fund invests in the equity securities of small capitalization companies with high, sustainable growth ... The Fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities that the Fund ... The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50 ... Jul 13, 2018 ... LOS ANGELES, CA (July 13, 2018) – Platinum Equity announced today the close of capital raising for Platinum Equity Small Cap Fund, L.P, the ... Japan Smaller Capitalization Fund, Inc. (“JOF” or the “Fund”) is a closed-end management investment company listed on the New York Stock Exchange. The Fund ... Vulcan Value Partners Small Cap Fund · The Fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded equities the Fund ...