Dynamic Growth - SMID

Maximize long-term total return over time by holding a portfolio of industry leading smaller capitalization companies which are believed to possess significant potential for growth.

The strategy seeks a total return that exceeds the Russell 2000 Growth index over time.

Portfolio structure: 25 - 35 Holdings 10 Industry groups or more
Minimum account size: $1 Million
Fee: 1% per annum of assets under management
Benchmark Index: Russell 2000 Growth Index

Please note that this investment approach may not be available at all times for new investors due to capacity or other constraints.

Conditions of Use and Privacy Policy
Home
Download PDF of this product fact sheet