Lisanti Small Cap Growth Fund (ASCGX)

Overview

The company focuses on investing primarily in smaller, lesser-known companies within the U.S. markets, adhering to a strategy that seeks out equity securities of businesses believed to be at an early stage of their development or at a transitional point, with a high potential for growth. This investment philosophy is predicated on the conviction that these smaller companies, often overlooked by the broader market, offer significant opportunities for capital appreciation. To achieve its investment objectives, the fund commits at least 80% of its net assets, along with any borrowings for investment purposes, to this segment of the market, highlighting a strong bias towards growth-oriented investment practices.

Products and Services

• Equity Securities Investment

  This service involves the allocation of funds into the equity securities of smaller, lesser-known companies. These investments are made with the expectation of earning a return through the appreciation of these companies’ stock prices. The firms targeted for investment are selected based on their perceived potential for significant growth, heightened by the notion that they are at a nascent stage of their development or at a critical transitional period in their business cycle.

• Growth-Oriented Investment Strategy

  The fund's strategy is uniquely designed around the identification and investment in companies with above-average growth prospects. It leverages a comprehensive evaluation process to discern businesses that, despite their current lesser-known status in the market, exhibit the potential for substantial growth. By focusing on this niche, the fund aims to capitalize on the opportunity for enhanced returns that these smaller, early-stage companies can provide to investors willing to embrace the associated risks of this investment thesis.