Champlain Small Company Fund Institutional Class (CIPNX)

Overview

This fund is designed for investors aiming for capital appreciation through investments in small companies. By channeling at least 80% of its net assets, alongside any borrowings intended for investment purposes, into the securities of small enterprises, the fund focuses on long-term growth. The selection of investments is based on a strategic analysis by the Adviser, who looks for companies with solid fundamentals, significant potential for capital appreciation, and appealing valuations. This approach indicates a targeted investment philosophy, emphasizing the potential high-growth nature of small businesses while aiming to mitigate risks through careful selection.

Products and Services

• Investment in Small Company Securities

The fund primarily invests in securities of small companies, leveraging the potential for higher growth rates and significant returns on investment. These securities are selected based on a rigorous evaluation of the companies' long-term fundamentals, potential for appreciation, and current valuations. This includes a mix of common stocks and other securities that meet the fund's strict criteria, aiming to strike a balance between growth potential and risk.