Brown Capital Management Small Company Fund Institutional Shares (BCSSX)

Overview

The fund is tailored for investment in small-cap companies, focusing primarily on those with total operating revenues of $500 million or less at the inception of the investment. This strategic approach allows the fund to identify and invest in small companies that possess the potential for significant growth and transformation into large, exceptional firms. The investment philosophy centers around constructing a diversified portfolio of 40 to 65 equity securities, which are carefully selected based on their growth prospects. The fund dedicates at least 80% of its net assets to equity securities, primarily in common stocks, to achieve its growth-oriented investment objectives.

Products and Services

The fund’s key products and services include:

• Equity Securities Investment: A core service of the fund is investing in the equity securities of small-cap companies that demonstrate potential for significant growth. These investments primarily involve common stocks, providing investors with a stake in companies' future success.
• Small-Cap Company Portfolio: Specializing in identifying small companies with revenues of $500 million or less at the time of initial investment, the fund aims to build a portfolio that has the potential to grow into exceptional large companies. This service targets investors who are interested in tapping into the growth potential of small-cap markets.
• Growth Potential Analysis: The advisor conducts thorough research to unearth companies that not only show potential for growth but also possess the wherewithal to become industry leaders. This meticulous selection process ensures the fund invests in businesses with promising futures, offering a diversified investment portfolio between 40 to 65 securities.