The investment seeks long-term total return. The fund invests primarily in equity securities, principally common and preferred stocks, of small cap companies. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000� Index. The adviser normally expects to invest in approximately 55 to 70 companies with at least 80% of its net assets, plus borrowings for investment purposes, in a portfolio of small cap equity securities.
Fund filings (PDF) »
Paul Viera (Started: Dec 14, 2001)
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