Kennedy Capital ESG SMID Cap Fund Institutional Class Shares (KESGX)

Overview

The fund primarily focuses on investing in small and mid-capitalization companies, dedicating at least 80% of its net assets, plus any borrowings intended for investment purposes, to securities within these segments. The investment approach is rooted firmly in bottom-up, fundamental research, thoroughly integrating the evaluation of environmental, social, and governance (ESG) characteristics into the decision-making process. ESG factors are taken into account in a twofold manner, both inclusionary and exclusionary, ensuring that investments align with not only financial criteria but also ethical and sustainability standards.

Products and Services

• Small and Mid-Cap Equity Investments

This service focuses on allocating funds to equity securities of small and mid-cap companies. The selection process is deeply grounded in detailed fundamental research, aiming to identify companies positioned for growth while managing investment risk.

• ESG-Integrated Investment Strategies

The fund incorporates environmental, social, and governance factors into its investment analysis and decision-making processes. By doing so, it not only seeks to invest in companies that are financially sound but also takes into consideration their impact on society and the environment, and their corporate governance practices. This approach applies both inclusionary criteria, selecting companies with positive ESG characteristics, and exclusionary criteria, avoiding companies that fail to meet specific ESG standards.