The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equities issued by companies with total operating revenues of $250 million or less. The Advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. While the fund is managed in a benchmark agnostic manner, the Fund is commonly compared to the Russell 2000 Growth and Russell 2000 Indices.
0.35 (1.07%) 