INVESTMENT OBJECTIVE
A moderately positioned U.S. small-cap growth fund seeking to provide consistent relative returns with lower volatility than the index. Invests in small-cap companies in the U.S. with differentiated business models and sustainable competitive advantages that we believe are positioned to grow market share regardless of economic conditions.
ABOUT THIS FUND
- Seeks small-cap companies that stand out from competitors, using their advantages to grow over a multi-year time frame
- In-depth fundamental research supported by a dedicated team of experienced analysts
- Focus on resilient business models positioned to weather a variety of market environments
