Description

This fund primarily targets investments in smaller enterprises that the portfolio management team believes possess compelling prospects for expanding their earnings or cash generation. A minimum of 80% of the fund's total assets, encompassing any capital acquired through borrowing, will be dedicated to small-capitalization companies. The advisor currently classifies small-cap companies as those that are either constituents of, or comparable in market value to, the businesses within its benchmark, the Russell 2000® Growth Index, at the time of acquisition.