How to set realistic expectations from small cap fund investments?

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The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. The Fund normally invests at least 80% of its net assets in equity securities (mostly common stocks) of small-cap companies located anywhere in the United ... Build a concentrated, high-conviction portfolio of small-capitalization companies located across the globe. Why invest in this Fund? The fund seeks capital appreciation. To pursue this goal, the fund normally invests at least 80% of its net assets in the stocks of ... Primarily invests in companies located in emerging markets with market caps of less than $5 billion at the time of purchase. Select Small Cap Fund ... The investment objective of the North Square Select Small Cap Fund is to seek long term capital appreciation. Under normal circumstances ... Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held ... The Fund defines Small Companies as companies with market capitalization no higher than the greater of US $5 billion or the market capitalization of the largest ... Fund description. The fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of small-capitalization Canadian equities that ... Profile. The Cambiar Small Cap Fund is a diversified strategy that invests primarily in small-cap companies domiciled in the U.S. This equal-weight portfolio ...
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