Brown Capital Management Small Company Fund Investor Shares (BCSIX)

Overview

The fund primarily focuses on investing in the equity securities of small companies with total operating revenues of $500 million or less at the time of the initial investment. The investment strategy is centered on identifying and investing in a select portfolio of 40 to 65 exceptional small companies that exhibit the potential to grow into exceptional large companies. This is pursued with at least 80% of the fund's net assets and primarily through investments in common stocks. The advising team is dedicated to meticulously building a portfolio that captures growth opportunities by selecting companies they believe hold significant potential for growth.

Products and Services

• Equity Securities Investment

  The fund specializes in allocating at least 80% of its net assets in the equity securities of small companies. These companies are specifically defined as those with total operating revenues of $500 million or less at the time of the initial investment. This approach is designed to uncover and capitalize on growth opportunities in the small-cap market segment, providing a unique investment proposition.

• Common Stocks Investment

  Primarily focusing on common stocks, the fund seeks to invest in the equity of companies it assesses as having solid potential for substantial growth. This strategy is aimed at identifying early-stage companies poised for impressive development and expansion, thereby offering the potential for substantial returns on investment.

• Portfolio of Exceptional Companies

  The advisor's goal is to construct a diversified portfolio comprising between 40 to 65 securities. This portfolio is carefully curated to include companies believed to possess the wherewithal to transition from exceptional small companies to exceptional large companies. Each selection is made with growth potential in mind, emphasizing the fund's commitment to capturing and contributing to the development of its investments over time.