- Long-term potential of small, growing companies.
- Fundamental research leads to identification of future market leaders.
- A "bargain shopping" approach identifies overlooked opportunities.
The fund's investment objective is long-term growth of capital. Normally at least 80% of the Fund's assets will be invested in equity securities of companies with small market capitalizations. This 80% policy may be changed upon at least 60 days' written notice. Although the fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets.
Granahan Investment Management
Integrity Asset Management
Munder Capital Management
THB Asset Management
Victory Capital Solutions