Sparrow Growth Fund Class A (SGFFX)

Overview

The fund described is an investment vehicle that focuses on U.S. common stocks, selected based on the adviser’s belief in their potential for significant appreciation. This selection is guided by a proprietary investment model designed by the fund’s adviser, aiming to identify stocks with superior growth prospects across all market capitalizations. The adviser adjusts the fund’s portfolio based on a continuous assessment of the opportunities and risks presented by different market segments. Investment decisions are influenced by changes in earnings momentum, the discovery of superior stock options, or notable deteriorations in relative price performance.

Products and Services

• Investment in U.S. Common Stocks

  The fund’s primary service is investing in a diversified range of U.S. common stocks, focusing on those with above-average growth prospects. By leveraging a proprietary investment model, the fund seeks to identify equity investments that offer potential for high returns.

• Dynamic Market Capitalization Investment Strategy

  Investments are not confined to a specific market capitalization range. The fund is versatile in its approach, allocating capital across various market caps based on the adviser’s continuous assessment of their potential risks and rewards.

• Active Management of Holdings

  The fund employs active management strategies to optimize its portfolio. Stocks are sold under specific conditions: a significant decline in earnings momentum, identification of a superior investment opportunity, or a notable breakdown in relative price performance, ensuring the fund’s adaptability to changing market dynamics.