ABOUT THIS FUND
A moderately positioned, small-mid-cap growth fund seeking to provide consistent relative returns with lower volatility than the index. The Fund invests in small-cap companies with differentiated business models and sustainable competitive advantages that are positioned to grow market share regardless of economic conditions.
WHY INVEST IN THIS FUND
Unique Business Models
Seeks small-cap companies that stand out from competitors – through differentiated business models, innovative approaches or unique products or services – that are using their competitive advantages to grow over a multi-year time frame.
Deep, Specialized Team
In-depth fundamental research supported by a team of analysts, a team of small mid-cap specialists and a portfolio management team with experience looking for small-cap companies early in their life cycle that have the potential to grow into mid-size companies.
Moderate Approach to Growth
The Fund offers the potential for capital appreciation through exposure to small companies having the potential to quickly grow into mid-size companies with a focus on resilient business models positioned to weather a variety of market environments.
Strong Risk-Adjusted Performance vs. Peers
10-Year Rankings in Morningstar Small Growth Category (489 funds) as of 6/30/26
Triton Fund 3-Year rankings in Morningstar Small Growth Category as of 6/30/26: Alpha –58th percentile ranked 320 of 540 funds, Sharpe Ratio – 57th percentile ranked 318 of 540 funds, Standard Deviation – 95th percentile ranked 510 of 540 funds and Beta – 85th percentile ranked 466 of 540 funds.
