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Small Cap Growth

The Fund invests in a diversified portfolio of small cap stocks expected to show growth in the future. The quantitative stock selection process is disciplined and objective so that there is no style drift over time. The strategy seeks to achieve strong outperformance against the Benchmark of the Russell 2000 Growth Index in up markets, while showing smaller declines than the Benchmark in down markets. The initial selection universe is the Russell 2000 Index from which we exclude stocks less than $5 and stocks that do not pass a quality screen. We select stocks that show strong Earnings Pressure, a proprietary measure of revisions in analysts' estimates of future earnings. The Fund is also tax efficient for taxable investors.

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