Small Cap Growth Fund

Investment Objective

Capital Appreciation

Fund Characteristics

The Small Cap Growth Fund seeks to invest in small cap quality companies that are expected to have solid growth in earnings.

Investment Approach

  • Invests in quality companies that are expected to have solid growth in earnings
  • The investment process relies on thorough, in-depth fundamental research of a company, its competitors, suppliers and/or customers
  • Invests in companies that meet some if not all of the following criteria: market leadership, unique products or processes, strong  marketing capability, value to customer and rapid industry growth

Why Consider This Fund?

  • Seeks to provide strong, long-term investment results
  • Employs a unique thought process to growth investing, given the team’s contrarian bias, valuation sensitivity, and experience with undiscovered micro cap companies
  • Applies a time-tested, fundamental research approach to assess a company’s growth sustainability and critical success factors
  • Utilizes William Blair’s Research Agenda to ensure portfolio managers and analysts continually focus on the most attractive portfolio candidates
  • Managed by a long-tenured portfolio management team with significant experience in uncovering micro cap companies

The Fund’s returns will vary, and you could lose money by investing in the Fund.  The Fund invests most of its assets in equity securities of small cap domestic growth companies where the primary risk is that the value of the equity securities it holds might decrease in response to the activities of those companies or market and economic conditions. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. Investing in smaller companies involves special risks, including higher volatility and lower liquidity. Small cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer’s financial condition. These risks are intensified for investments in micro-cap companies.  Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. Convertible securities may be called before intended, which may have an adverse effect on investment objectives. The Fund is not intended to be a complete investment program. The Fund is designed for long-term investors.