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The objective of the Fund is to achieve capital appreciation by investing primarily in U.S. equities. The Fund invests at least 80% of its net assets in equity securities of small U.S. companies. The Fund seeks to invest primarily in small companies with above average growth prospects and which are listed or traded on the U.S. markets and exchanges listed in Appendix I of the Prospectus. Small companies are companies whose market capitalisations are equal to or less than $6 billion at the time the Fund purchases the issuer’s securities (“Market Capitalisation Range”). The Fund may also invest in U.S. Rule 144A Securities, American and Global Depositary Receipts, US treasury bills, fixed and/or floating rate U.S. government securities and ancillary liquid assets subject to the limits set out in the Prospectus.
Name | Title | Since | Until |
---|---|---|---|
George J Sakellaris | Portfolio Manager | 2017 | Now |
Biography | George is a portfolio manager of the Mid-Cap Growth strategy and an associate portfolio manager for the Small-Cap Growth strategy. Prior to joining the firm, he started and managed a small-cap growth strategy at Credo Capital Management and served as director of research and an analyst for GARP Research & Securities. | ||
Christopher A. Berrier | Partner | 2007 | Now |
Biography | Christopher Berrier has been the portfolio manager of the Small-cap Growth strategy since April of 2006 and the Mid-cap Growth strategy since inception. Prior to joining the firm in 2005, Chris was a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies. He received a B.A. in economics from Princeton University in 2000. | ||
Timothy W. Hathaway | Member | 2007 | 2013 |
Biography | Timothy Hathaway, CFA, is the director of research and institutional investment management. He was co-portfolio manager of the Small-Cap Growth strategy for nine years until June 2014. Prior to that, he was a research analyst with the Large-Cap Equity team and was responsible for research in the consumer discretionary and energy sectors. |
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