Carillon Eagle Small Cap Growth Fund Class A (HRSCX)

Overview

The described company functions as a specialized investment fund, focusing its attention on acquiring stakes in small-capitalization companies. It is guided by a specific investment strategy that demands at least 80% of its net assets, including the amount dedicated for borrowing purposes, to be allocated towards the stocks of these small-cap entities. The criterion for classifying a company as 'small-capitalization' is pegged to its market capitalization at the time of the fund’s initial purchase, which should not exceed the market cap of the largest company listed in the Russell 2000® Growth Index, as observed over the most recent 12-month period. This approach enables the fund to target investments that potentially offer higher growth compared to larger, more established companies, while also exposing the fund to the increased risk inherent in small-cap investments.

Products and Services

The fund offers a nuanced array of products and services designed to capitalize on the growth potential of small-capitalization companies:

• Small-Cap Equity Investments

  This primary service involves the acquisition of equities in small-cap companies that meet the fund's stringent criteria for growth and market capitalization. By focusing on the smaller end of the market spectrum, the fund seeks to discover and invest in companies that offer significant growth opportunities ahead of them. This strategy entails a higher risk-reward ratio, balancing the potential for substantial returns against the volatility typical of the small-cap sector.

• Market Capitalization-Based Investment Strategy

  A distinctive aspect of the fund's approach is its reliance on a market capitalization threshold for investment decisions, specifically tied to the Russell 2000® Growth Index. This strategy ensures that the fund remains focused on its core mandate of investing in small-cap companies by strictly defining what constitutes a 'small-cap' based on current market standards. This methodical approach helps in maintaining a clear investment focus while adapting to market changes.