INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term.

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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.

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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