What are the key indicators to watch for in specific sectors?

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Fund description. The fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of small-capitalization Canadian equities that ... Dec 6, 2024 ... 18 Best Small-Cap Funds to Buy for 2025 · Boston Trust Walden Small Cap BOSOX · Brown Capital Management Small Company BCSIX · Champlain Small ... The Ariel Small Cap Value Tax-Exempt Composite seeks long-term capital appreciation by investing in small cap undervalued companies that show strong potential ... The Disciplined Small Cap Fund seeks long-term capital appreciation by using a combination of quantitative methods and fundamental analysis. The Fund invests at least 80% of its net assets in US equity securities with small market capitalizations that we believe are undervalued. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50 ... 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 ... Jul 13, 2018 ... LOS ANGELES, CA (July 13, 2018) – Platinum Equity announced today the close of capital raising for Platinum Equity Small Cap Fund, L.P, the ... Tax-Managed Small-Cap Fund seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. This site is for Institutional Investors in the United States only and not for retail investor use or distribution.
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