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Christian Small Cap Growth

The Fund invests in a diversified portfolio of small cap growth stocks that meet Christian guidelines. The Fund seeks to outperform its Benchmark of the Russell 2000 Growth Index at less risk than the Benchmark. The initial selection universe is the Russell 2000 Index from which we exclude stocks less than $5 and stocks that do not meet Christian guidelines, employing the screens developed by the Conference of Catholic Bishops. We then select stocks with strong Earnings Pressure, a proprietary measure of revisions in analysts' estimates of future earnings. The quantitative stock selection process is disciplined and objective, so that there is no style drift over time. The Fund is also very tax-efficient in taxable accounts.

For further information on this strategy and its performance, please contact us.