What are the key considerations when investing in value funds?

This site is for Institutional Investors in the United States only and not for retail investor use or distribution. The Swan Defined Risk U.S. Small Cap Fund is a distinct, hedged equity fund focused on US Small Cap equities designed for growth while mitigating risk. The Fund seeks long-term capital appreciation by investing primarily in stocks of small-cap US companies. The Fund will generally own 50 to 100 stocks of non-US companies located in Europe, Australia and the Far East. Designed to capture the unrealised potential of small and mid-sized companies in Europe, which we select using a rigorous stock-picking process based on the ... The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. The Victory Trivalent International Small-Cap Fund's management team seeks to provide long-term growth of capital in the Fund by investing primarily in equity ... Harbor International Small Cap Fund (HAISX) · Specialist Firm. Cedar Street is a boutique specialist firm focused exclusively on non-US small-cap equity ... Small Cap Mutual Funds are equity funds ie they invest in stocks of companies, you need to stay invested for at least 5 years. Small-cap securities can have greater risks, including liquidity risk, and volatility than large-cap securities. • To the extent the Fund focuses on one or more ...