AFFINITY SMALL CAP EQUITY FUND

Fund Strategy

The Fund normally invests at least 80% of its assets in common stocks and other equity securities of companies with a market capitalization, at the time of purchase, within the range of the Russell 2000, a small cap index.

Investment Objective

The fund seeks to provide capital growth and income.

Investment Philosophy

We believe capital markets are highly, but not completely, efficient. To add investment value in all environments we utilize a disciplined, systematic-driven investment process that seeks to generate excellent performance over market cycles, through both stock selection and risk control.

Fund Strategy

The Fund normally invests at least 80% of its assets in common stocks and other equity securities of companies with a market capitalization, at the time of purchase, within the range of the Russell 2000, a small cap index.

Investment Objective

The fund seeks to provide capital growth and income.

Investment Philosophy

We believe capital markets are highly, but not completely, efficient. To add investment value in all environments we utilize a disciplined, systematic-driven investment process that seeks to generate excellent performance over market cycles, through both stock selection and risk control.

Fund Facts