A moderately positioned U.S. small-cap growth fund seeking to provide consistent relative returns with lower volatility than the index. Invests in small-cap companies in the U.S. with differentiated business models and sustainable competitive advantages that we believe are positioned to grow market share regardless of economic conditions.
Why consider the fund?
UNIQUE BUSINESS MODELS
Seeks small cap companies that are differentiated from competitors – differentiated business model, innovative approach or unique products or services – that are using their competitive advantages to grow over a multi-year time frame.
DEEP, SPECIALISED TEAM
In-depth fundamental research supported by a team of dedicated small-mid specialists that is able to leverage the broad global research platform to identify small-cap companies early in their life cycle.
MODERATE APPROACH TO GROWTH
Offers potential for capital appreciation through exposure to small and fast growing companies with a focus on resilient business models positioned to weather a variety of market environments.