Summary
The fund seeks capital appreciation 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 process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on the financial statements of companies relative to its peer group.
In
Link
Directors
Nov 14, 2023- Arnold M. Reichman
- Brian T. Shea
- Gregory P. Chandler
- Julian A. Brodsky
- Lisa A. Dolly
- Nicholas A. Giordano
- Robert A. Straniere
- Robert Sablowsky
Chief Compliance Officer
- Salvatore Faia, JD
Fund Manager(s)
- Eric Green
Price
Company Name |
Holding |
| Carpenter Technology Corp | 2.52 % |
| Transocean Ltd | 1.68 % |
| BGC Group Inc | 1.62 % |
| Chart Industries Inc | 1.57 % |
| Crocs Inc | 1.5 % |
| Ameris Bancorp | 1.49 % |
| Nexstar Media Group Inc | 1.45 % |
| FTAI Aviation Ltd | 1.45 % |
| Avadel Pharmaceuticals PLC | 1.42 % |
| Magnite Inc | 1.39 % |
| More |
Performance
YTD
-2.2%
3 Year
-26.51%
5 Year
41.67%
Best
28.98%
2019
Worst
-19.37%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 2.6% | 3% | 0.6% | 20.2% | -39.7% | 19.4% | -2.8% | 3.5% | -5% | - |
| Q2 | -4% | 5.2% | -23.5% | 35.7% | 32.7% | -2.3% | 13.5% | -0.3% | 7.8% | - |
| Q3 | - | -7% | -3.3% | -19.7% | 14.4% | -6% | 2.5% | 4.4% | 8.5% | - |
| Q4 | - | 15.1% | 8.3% | 1.5% | 13.7% | 15.3% | -22.9% | 7% | 8.4% | 0.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.6% | 1.4% | 6% | -4.9% | - | - | - | - | - | - | - | - |
| 2023 | 12.2% | -0.8% | -7.5% | -3% | -1.9% | 10.5% | 8.2% | -8% | -6.6% | -8.6% | 11.2% | 11.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2% | 14% | -19% | 8% | 28% | 29% | -16% | 16% | 21% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PSCNX | -2% | 14% | -19% | 8% | 28% | 29% | -16% | 16% | 21% | - |
| Russell 2000 Index | - | - | -26% | 14% | 18% | 24% | -12% | 13% | 19% | -6% |
| Alpha | -2% | 14% | 6% | -5% | 9% | 5% | -4% | 3% | 1% | - |