NYLI Fiera SMID Growth Fund Class C (APSLX)

Overview

The Subadvisor operates with a focused investment strategy specialized on harnessing the growth potential within the small- and mid-cap sectors of the market. With an investment philosophy geared towards identifying companies with robust potential for long-term capital appreciation, the Subadvisor aims to outperform the broader U.S. economy by carefully selecting growth-oriented firms. Their methodology is underpinned by a thorough research process, aiming to invest in enterprises that not only demonstrate remarkable growth attributes but also possess the fundamentals to sustain this growth over a prolonged period.

Products and Services

• Diversified Portfolio Management

This service emphasizes the creation and maintenance of diversified portfolios consisting of common stocks from small- and mid-cap companies. The Subadvisor leverages its expertise to identify companies with significant growth potential and a sustainable competitive advantage, aiming to generate long-term capital appreciation for investors.

• Growth-Oriented Investment Strategy

Focused on small- and mid-cap companies, this strategy is designed for investors seeking exposure to high-growth sectors of the U.S. economy. By tapping into the potential of these enterprises, the Subadvisor looks to secure investments that promise faster growth rates compared to the overall economy, driven by innovative business models and emerging market trends.