Sparrow Growth Fund Class C (SGFCX)

Overview

The fund is designed to cater to investors seeking exposure to U.S. stock markets with the added advantage of an active management approach. The advisory team employs a proprietary investment model to identify U.S. common stocks that exhibit above-average prospects for appreciation. This strategy is not limited by market capitalization, allowing for a flexible approach to selecting stocks across a wide range of sizes based on the perceived balance of opportunities and risks. Active management further ensures that investments are adjusted in response to significant changes in earnings momentum, the discovery of more promising stocks, or notable declines in relative price performance.

Products and Services

• Active U.S. Stock Selection

The fund engages in the active selection of U.S. common stocks, leveraging a proprietary investment model. This approach aims to identify stocks with above-average growth potential, irrespective of their market capitalization. The selection process is dynamic, adapting to changing market conditions and opportunities.

• Flexible Market Capitalization Investment

The investment approach is not constrained by company size, allowing the fund to invest across all market capitalization ranges from small to large caps. This flexibility is based on the fund adviser’s ongoing assessment of the opportunities and risks associated with each market capitalization category, enabling a broadened investment horizon.

• Active Portfolio Management

The fund is characterized by its active portfolio management strategy. This involves the continual monitoring of holdings and market conditions, selling stocks that face a significant decline in earnings momentum, identifying superior investment alternatives, or reacting to a significant breakdown in relative price performance. This proactive approach seeks to optimize the portfolio’s performance over time.