Summary
The fund seeks capital appreciation by investing in small-size U.S. companies.
The investment process starts with a list of companies in the benchmark index. The research team then narrows the list using fundamental research and valuation analysis.
The team conducts qualitative research to understand the company’s future business prospects, estimate long-term valuation, and identify events that could cause the estimated value of the company to change.
The fund favors companies and sectors that are likely t
Link
Fund Manager(s)
- James Boyd
- Patrick Kent
- Andrew Leger
Price
Documents
Performance
YTD
-1.2%
3 Year
-20.86%
5 Year
17.63%
Best
64.33%
2009
Worst
-41.25%
2002
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -0.3% | 2.2% | -2.8% | 0.6% | -32.8% | 14.2% | -1.8% | 7.3% | -4.3% | 2.4% |
| Q2 | -6.2% | 4.7% | -17.8% | 14.9% | 30.5% | -2.9% | 9.4% | 1.9% | 0.9% | 7.2% |
| Q3 | - | -6.7% | -3.9% | -11.8% | 6.9% | - | 0.1% | 4.7% | 10.5% | -15.2% |
| Q4 | - | 9.7% | 3.3% | 3.5% | 26.8% | 7.8% | -23.5% | 7.8% | 9.1% | 4.6% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.2% | 1.2% | 2.9% | -7.3% | - | - | - | - | - | - | - | - |
| 2023 | 12.1% | -2.8% | -6.2% | -2.8% | -1.2% | 8.9% | 5.2% | -4.9% | -6.8% | -7.7% | 7.6% | 8.4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1% | 7% | -21% | 6% | 19% | 21% | -20% | 24% | 17% | -3% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| DSCVX | -1% | 7% | -21% | 6% | 19% | 21% | -20% | 24% | 17% | -3% |
| Russell 2000 Index | - | - | -26% | 14% | 18% | 24% | -12% | 13% | 19% | -6% |
| Alpha | -1% | 7% | 5% | -8% | 0% | -3% | -8% | 11% | -3% | 3% |