SGI Small Cap Core Fund Class I Shares (BOGIX)

Overview

The fund described is designed with an investment strategy focused on capitalizing on the performance of U.S. small-cap companies. Predominantly, the fund invests at least 80% of its assets in stocks of companies with market capitalizations that fall within the range of those included in the Russell 2000® Index, a popular benchmark for small-cap U.S. stocks. This strategy highlights the fund's approach to targeting potentially high-growth sectors within the small-cap category, aiming for returns that outpace those of the index by selecting stocks believed to appreciate more than the overall index.

Products and Services

• Small Cap Stock Investments - The fund commits a substantial portion of its portfolio to stocks of U.S. companies considered to be small-cap, defined by their market capitalizations fitting within the 12-month trailing range of the Russell 2000® Index. This focus on small-cap stocks is predicated on the belief that these companies offer growth potential that can lead to above-index returns for investors.

• Investment Strategy Advisory - Alongside its primary investment focus, the fund's adviser plays a crucial role in the selection process of small-cap stocks. This selection is not merely based on the current composition of the Russell 2000® Index but also involves a rigorous analysis to identify stocks that are poised for higher appreciation than the benchmark. The adviser's expertise and strategic insight are pivotal in guiding the fund towards its investment objectives.