Outperformance Against Russell Microcap Index
The company has outperformed the Russell Microcap Index, showing strength in its investment strategies despite broader market challenges.
Robust Smart Beta 2.0 Strategy
The Smart Beta 2.0 strategy has proven effective, especially with JETS, and continues to be a focus for future growth and innovation.
Strategic Positioning in Gold
Gold has been a strong asset, outperforming the S&P 500 and becoming more attractive due to changes in Basel III regulations.
Stock Buyback and Dividend Strategy
The company has repurchased 187,987 Class A shares and continues to pay a monthly dividend with a yield of 4.13%.
Strong Balance Sheet and No Long-term Debt
The company maintains a strong balance sheet with high levels of cash and securities, and no long-term debt.