Investor Materials

This section is for you. Stay updated with the latest performance and research.

Performance

Here's our Investor Deck with more insights about GROW Funds and the way we operate.

Jul 14, 20223 min

Why Small-Cap? Why GROW?

It was the worst Q2 ever for the Russell 2000 and the worst first half since 1973. We would argue that this can be attributed to a...

Jul 7, 20222 min

Small and Micro-cap Securities versus Mega-caps.

Capitalization in the U.S. equity markets has become extremely concentrated. Put simply, a small number of Mega-cap companies account for...