Carillon Eagle Mid Cap Growth Fund Class I (HAGIX)

Overview

The fund described operates as an investment vehicle focusing on mid-capitalization companies, holding at least 80% of its net assets in their equity securities. It aims for entities that show promise for above-average growth in earnings or sales, are reasonably valued, and maintain acceptable levels of debt. This strategy indicates a focus on growth investing, targeting companies that, while not among the largest, have solid potentials for expansion and revenue increase. The inclusion of borrowings for investment purposes suggests a proactive approach to leveraging available capital to maximize returns for investors. The emphasis on reasonable valuations and debt levels underscores a balanced strategy of seeking growth while managing risk.

Products and Services

• Equity Securities Investment

  This product focuses on investing in the equity securities of mid-cap companies. It is designed for investors seeking exposure to firms with the potential for above-average growth. The fund's strategy involves identifying companies based on their earnings or sales growth prospects, valuations, and debt levels, prioritizing those believed to offer the best opportunities for value appreciation.

• Strategic Borrowing for Investment

  In addition to direct equity investments, the fund utilizes strategic borrowing to enhance its investment capacity. This approach allows for the potential amplification of returns through leveraging. However, it is conducted with a careful assessment of risk and return dynamics, ensuring that borrowing is aligned with the fund's overall investment objectives and risk tolerance levels.