The investment seeks long-term capital appreciation and modest current income. The fund invests primarily in a concentrated number (generally 40 to 70) of small-capitalization equity securities selected on a value basis. A majority of its assets are generally invested in dividend-paying common stocks. It primarily invests in companies with market capitalizations between $250 million and $4 billion at the time of purchase.
Fund filings (PDF) »
Andrew Fleming (Started: Feb 1, 2016)
Bradford Evans (Started: May 1, 2006)
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