The fund's investment philosophy focuses on investing in quality small cap growth companies with proven track records, strong financial characteristics, and above-average growth prospects at attractive valuations. They believe this quality-centric strategy will lead to strong relative returns over the long run.
The investment process provides a disciplined framework to guide investment decisions. It helps identify high-quality small cap growth companies by measuring and assigning numerical values to each company's qualitative characteristics, growth & profitability metrics, and financial strength.
Valuation is assessed using internally developed earnings projections. Resulting scores help avoid story stocks with flawed fundamentals and gauge a company's relative attractiveness against its peers to identify the highest quality companies trading at attractive valuations.
A Word About Risk: All investments involve risks, including possible loss of principal. As with any stock fund, the value of your investment will fluctuate in response to stock market movements. Small- and medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. Investments in small capitalization companies may be more volatile than investments in companies with larger market capitalizations. Additionally, the Series may be subject to portfolio turnover risk as it may buy and sell investments frequently, which may result in higher expenses and an increase in realized capital gains and potential tax implications for shareholders.
4300 Shawnee Mission Parkway, Mission, Kansas 66205
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