Objective:
The Paradigm Opportunity Fund serves investors looking for long-term capital appreciation.
Investment Philosophy:
The Paradigm Opportunity Fund seeks undervalued, under-followed securities with attractive growth characteristics and catalysts we believe will result in capital appreciation.
Investment Process:
Portfolio Manager Jason Ronovech uses valuation and price momentum to screen potential holdings. He then conducts detailed fundamental research with a focus on profit margins, expansion drivers, and earnings outperformance catalysts.
Prospectus:
Please click on the link below to obtain a copy of the Fund's Prospectus:
Paradigm Funds' Prospectus
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Portfolio Characteristics:
| Inception Date: |
1/3/2005 |
| Cusip: |
69901E203 |
| Ticker: |
PFOPX |
| NAV: |
$19.85 |
|
Net Assets ($ million)
|
$3.5 |
| Number of Holdings: |
33 |
| One-Year Turnover: |
163.44% |
| Weighted Average Market Cap ($ million): |
$1,096.2 |
Median Market Cap
($ million): |
$868.3 |
| Management Fees: |
1.50% |
| Sales Load: |
none |
| Index: |
Russell 2000
|
|
Key Differentiators:
- Healthcare and technology focus
- Core strategy balances value and growth
- Catalyst-driven investment approach
|