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 invests in companies that have attractive growth prospects for earnings and/or cash flows.
The research process is driven by fundamental analysis of one stock at a time.
Addit
Link
Fund Manager(s)
- Mitch Begun
- Brian Fitzsimons
Price
Performance
YTD
-0.9%
3 Year
-16.97%
5 Year
67.66%
Best
57.67%
2020
Worst
-32.59%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 4.7% | 7.8% | -12.6% | 2.4% | -18.6% | 17.8% | 5.7% | 10.7% | -6.1% | 3.7% |
| Q2 | -4.9% | 4.9% | -22.3% | 6.4% | 32.8% | 3.4% | 13.1% | 4.6% | 3.7% | 1.9% |
| Q3 | - | -6% | -4.9% | -0.4% | 12.4% | -3.6% | 6.4% | 6.2% | 11.1% | -13% |
| Q4 | - | 12.2% | 4.5% | 2.9% | 29.8% | 7.8% | -16.8% | 1.4% | 0.6% | 3.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.2% | 7% | 1.1% | -7.4% | - | - | - | - | - | - | - | - |
| 2023 | 10.5% | -1.4% | -1.1% | -1.5% | -3.2% | 10% | 1.7% | -1.2% | -6.3% | -7% | 10.1% | 8.4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1% | 18% | -33% | 12% | 58% | 29% | 3% | 26% | 9% | -5% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WTSGX | -1% | 18% | -33% | 12% | 58% | 29% | 3% | 26% | 9% | -5% |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | -1% | 18% | -1% | 9% | 24% | 1% | 13% | 5% | -2% | -3% |