The Fund aims to provide capital growth over the long term.
The Fund invests at least 80% of its assets in a concentrated portfolio of shares (also known as equities) of companies, in any industry, in the United States. The Fund will invest at least 50% in smaller US companies.
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