The investment seeks capital appreciation over the long term. Under normal circumstances, the fund invests at least 80% of its assets in the securities of small-to-medium capitalization companies. The sub-advisor considers "small-to-medium capitalization companies" to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 2500TM Index.
Fund filings (PDF) »
Khalid (Kal) Ghayur (Started: Oct 9, 2015)
Ronan Heaney (Started: Oct 9, 2015)
Stephen Platt (Started: Oct 9, 2015)
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