MicroCap Equity Portfolios

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These portfolios seek long-term capital appreciation by investing mainly in the common stocks of companies with equity market values that are below $500 million at the time of initial purchase. Generally, these portfolios contain 100 to 150 equities.

Portfolio managers invest in smaller companies based on the following research and analysis: (1) Ideas come from a mixture of internal research and external relationships; (2) companies are subjected to a nine-factor evaluation based on investment fundamentals used to determine whether a company is acting in the interests of its shareholders; (3) Perritt analysts meet with small company management teams to assess long-term business prospects; (4) reasonable valuations are determined based on long term growth prospects.

Because a small company portfolio contains above-average company specific and financial market risks, it is a suitable investment for only that part of an investor's capital that can be exposed to above-average risk. The portfolio is intended for investors who are willing to withstand the risk of short-term price fluctuations in exchange for potential long-term capital appreciation.

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