Channing Intrinsic Value Small-Cap Fund Institutional Class (OWLLX)

Overview

The company focuses on achieving its investment goal by dedicating a significant portion of its assets to acquiring stocks from small cap companies. To specify, at least 80% of its net assets, along with any amounts it borrows for the purpose of investing, are allocated to the stocks of these enterprises. These small cap companies are defined by their market capitalizations, which align with the range observed within the Russell 2000® Value Index. This strategic approach underlines the fund's commitment to tapping into the potential growth and value found within the small cap sector.

Products and Services

• Small Cap Stocks Investment

  The primary service offered revolves around investing in small cap stocks. By targeting companies whose market capitalizations fall within the range of the Russell 2000® Value Index, the fund seeks to invest in entities that possess the potential for growth and value enhancement. This strategy is based on a thorough analysis of market dynamics and the identification of undervalued small cap companies that present promising investment opportunities.

• Borrowings for Investment Purposes

  In addition to its equity capital, the fund is designed to leverage borrowed funds to further its investment goals. This strategic use of borrowing is intended to amplify the fund's ability to invest in a wider array of small cap companies, thus potentially enhancing the returns on investment. However, this approach also entails a higher level of risk, given that borrowing can magnify losses as well as gains.