Summary
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team focuses on companies that demonstrate above average prospects for earnings growth.
Then the manager constructs a portfolio of stocks from a list of companies favored by the research tea
Link
Directors
Nov 9, 2021- John A. Lubs
- Ridge A. Braunschweig
- John M. Blaser
- Barbara J. Pope
- Daniela O'Leary-Gill
- Marie-Renee Bakker
- Vincent P. Lyles
- Teresa V. Jankovic
Chief Compliance Officer
- Brett Black
Fund Manager(s)
Price
Company Name |
Holding |
| Mimecast Ltd | 1.77 % |
| Skyline Champion Corp | 1.71 % |
| Crocs Inc | 1.36 % |
| Medpace Holdings Inc | 1.33 % |
| iRhythm Technologies Inc | 1.33 % |
| Summit Materials Inc | 1.33 % |
| Evoqua Water Technologies Corp | 1.33 % |
| EastGroup Properties Inc | 1.32 % |
| Golden Entertainment Inc | 1.3 % |
| Option Care Health Inc | 1.29 % |
| More |
Performance
YTD
4.4%
3 Year
-44.08%
5 Year
-21.60%
Best
19.44%
2020
Worst
-41.92%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 6.9% | 8.4% | -26.4% | 8.8% | -26.2% | 15.3% | 1.1% | - | - | - |
| Q2 | -6% | 4.9% | -19.2% | 5.7% | 23.9% | -1% | 10.8% | 0.4% | - | - |
| Q3 | - | -6.7% | -2.4% | -3.2% | 1.4% | -3.3% | 6.8% | 5.2% | - | - |
| Q4 | - | 12.1% | - | -16.7% | 28.9% | 8.3% | -21.6% | 2.7% | - | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.3% | 8.1% | 2.3% | -6.9% | - | - | - | - | - | - | - | - |
| 2023 | 10.4% | -0.4% | -1.4% | -2.6% | -0.9% | 8.6% | 3.5% | -4.7% | -5.4% | -7.7% | 9.1% | 10.2% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 18% | -42% | -7% | 19% | 0% | -9% | 0% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| BSLAX | 4% | 18% | -42% | -7% | 19% | - | -9% | - | - | - |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | 4% | 18% | -10% | -10% | -14% | - | 1% | - | - | - |