Archer Multi Cap Fund (ALSMX)

Overview

The fund presents itself as a non-diversified investment vehicle primarily focused on equity securities, predominantly common stocks, of U.S. companies. It aims to cater to investors seeking long-term growth by maintaining a flexible approach toward market capitalization, hence operating as a multi-cap fund. It undertakes investments across a broad spectrum of U.S. companies, perceived to have significant growth potential, without the restriction to diversify. By potentially investing in exchange traded funds (ETFs) that focus on similar companies, the fund provides an additional layer of investment options. Under typical market conditions, it aims to maintain a core position comprising up to 100 common stocks, offering a concentrated approach to stock selection that seeks to maximize growth opportunities.

Products and Services

• Equity Securities Investment

  Focused predominantly on common stocks of U.S. companies, this primary investment service highlights the fund's strategy to capitalize on the growth potential of its holdings. It seeks out companies across all market caps, aiming to identify and invest in those with promising long-term prospects.

• Exchange Traded Funds (ETFs) Investment

  As part of its strategic approach, the fund may occasionally invest in ETFs primarily targeting U.S. companies. This allows for a broader exposure to the market and diversifies the investment portfolio, despite the fund's non-diversified status. It serves as a supplementary investment option to directly holding stocks.

• Multi-Cap Strategy

  The fund adopts a multi-cap investment strategy, enabling flexibility in choosing companies with varying market capitalizations. This approach allows the fund to exploit growth opportunities across the entire market spectrum, from small startups to large established companies, thereby not limiting its growth potential to a specific market segment.

• Concentrated Portfolio

  Maintaining a core position of up to 100 common stocks, the fund employs a concentrated investment strategy. This philosophy is predicated on the belief that a focused portfolio of carefully selected stocks can outperform a more diversified portfolio, especially over longer time horizons.