Penn Capital Special Situations Small Cap Equity Fund Institutional Class (PSCNX)

Overview

The fund is designed to cater to investors seeking exposure to small-capitalization companies, which present a unique combination of growth potential and market dynamics. These companies are defined based on their market capitalizations, with a focus on those that fall within a specific range as dictated by the parameters set against the Bloomberg US 2000 Index. This index is used as a benchmark to identify the smallest and largest companies considered eligible for investment by the fund. By committing at least 80% of its net assets to the equity securities of these small-cap entities, the fund aims to achieve its investment objective while navigating the inherent volatility and opportunities within this segment of the market.

Products and Services

The fund predominantly offers investors access to a portfolio of small-capitalization equities, specifically organized around the following characteristics:

• Equity Securities of Small-Capitalization Companies: The core product of the fund revolves around investing in the equity securities of companies considered to have small market capitalizations. By focusing on small-caps, the fund aims to leverage the growth potential and market agility typical of these companies. Small-cap stocks are often less researched than those of larger companies, presenting opportunities for significant returns on investment through meticulous selection and strategic holdings.