The U.S. small capitalization market offers a wealth of investment opportunities to professional investors dedicated to hands-on fundamental research. Through rigorous analysis, including visits with corporate managements, their suppliers, customers, and competitors, Fund management strives to identify small, financially sound companies with superior growth potential. Portfolio risk is reduced by identifying companies whose superior earnings growth potential is not yet fully reflected in stock price. Fund management uses fundamental analysis to identify small, relatively unknown, and financially sound companies that exhibit the potential to become much larger and more successful companies. The Fund focuses on business sectors where innovation is greatest, such as health care, technology, and services.
Past performance is no guarantee of future results.
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