Madison Small Cap Fund Class Y (BVAOX)

Overview

This fund specializes in investment strategies primarily focused on small-cap U.S. companies that exhibit potential for undervaluation based on various metrics. It aims for capital appreciation by investing at least 80% of its net assets, including borrowings for investment purposes, into small cap securities. This approach seeks to leverage the growth potential of undervalued small-cap companies while adhering to a disciplined investment methodology under normal market conditions.

Products and Services

• Diversified Small Cap Equity Investments

  The fund's core offering involves a diversified investment portfolio in small cap U.S. companies that are deemed undervalued. By applying various measures to identify these companies, the fund aims to capitalize on the upside potential that these undervalued stocks may offer. This service is designed for investors seeking growth through capital appreciation in the small cap market segment.

• Capital Appreciation Focus

  At the heart of its investment strategy is a focus on capital appreciation. The fund seeks out small cap companies with sound prospects for growth, primarily through the appreciation of their stock value. This strategy is suited for investors with a higher tolerance for risk who are looking for significant returns over the long term.