Old Westbury Small & Mid Cap Strategies Fund (OWSMX)

Overview

The fund specializes in investing in a wide array of securities belonging to small and medium-sized companies. These companies are primarily traded on major U.S. exchanges or over-the-counter markets, as well as small to medium capitalization companies located in foreign nations, including those within emerging markets. The investment strategy emphasizes diversity to mitigate risk and capitalize on the growth potential of these companies. The fund commits to allocating at least 80% of its net assets, this includes the use of borrowings for the purpose of investment, into the securities of these small and medium-sized enterprises.

Products and Services

• Securities of Small and Medium U.S. Companies

Investments focused on a diversified portfolio of small and medium capitalization companies that are publicly traded on U.S. exchanges or over-the-counter markets. This strategy aims to leverage the growth potential and market movements of these companies, providing investors with opportunities to benefit from the dynamic nature of these enterprises.

• Securities of Small and Medium Non-U.S. Companies

The fund extends its investment horizon to include small and medium-sized companies based in foreign countries, encompassing both established and emerging markets. This allows for a broader diversification and the possibility to tap into the growth of markets outside the United States, potentially adding a layer of international exposure to the investor's portfolio.