Hunter Small Cap Value Fund Class I (HSCVX)

Overview

This fund is designed to meet the investment needs of those looking to diversify their portfolio with small capitalization (small cap) equity securities. By focusing on small cap companies, defined within the market capitalization range of the Russell 2000® Value Index at the time of purchase, the fund aims to craft a diversified portfolio primarily composed of common stocks. To achieve its investment objective, the fund commits at least 80% of its net assets, which includes borrowings for investment purposes, into this specific category of equities under normal circumstances.

Products and Services

• Equity Securities Investment

At its core, the fund offers investors the opportunity to invest in a diversified portfolio of equity securities. These are mainly common stocks of small cap companies that are selected based on their market capitalization fitting within the range of companies in the Russell 2000® Value Index. This service aims to leverage the potential growth and returns from small cap markets, providing investors with a unique avenue for portfolio diversification and growth.

• Diversified Portfolio Management

In addition to focusing on small cap equity securities, the fund emphasizes the importance of maintaining a diversified investment portfolio. By spreading investments across various small cap companies, the fund seeks to manage investment risk more effectively while striving for consistent returns. This approach to portfolio management is crucial for investors looking to mitigate the volatility often associated with small cap investments.