FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Shares (FTSIX)

Overview

The FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Shares exemplify a distinctive investment strategy geared towards achieving long-term capital growth by primarily focusing on small to mid-sized U.S. companies. This actively managed mutual fund employs a unique behavioral finance-driven approach to identify and exploit market inefficiencies caused by prevalent investor biases. By leveraging such inefficiencies, the fund aims to generate superior returns while adhering to risk levels aligned with its benchmark, the Russell 2500® Index. This approach does not only set the foundation for a diversified investment portfolio but also emphasizes the fund's commitment to an evidence-based, academically reinforced investment methodology.

Products and Services

The FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Shares offers the following key product tailored for its investors:

• Behavioral Small-Mid Core Equity Fund Institutional Shares

This premier offering by FullerThaler targets discerning investors seeking to harness the growth potential within the small- and mid-cap U.S. equity markets. By focusing on value and growth segments alike, the fund endeavors to maintain a portfolio mirroring or closely resembling the traits of the Russell 2500® Index. The hallmark of this investment vehicle is its proprietary behavioral finance-driven investment strategy, meticulously crafted to capitalize on market anomalies stemming from investor psychological biases. Moreover, it bears a competitive expense ratio and mandates a higher minimum investment, features that predominantly cater to institutional clientele and sophisticated investors. The fund is designed to strike a balance between risk and return, aiming to outperform its benchmark through a strategic blend of disciplined stock selection and comprehensive behavioral analysis.