Small Cap Growth
This product invests primarily in growth stocks of small-cap companies whose earnings are growing, or are expected to grow, at an accelerated rate.
The portfolio managers look for inefficiencies in the market caused by inaccurate expectations (e.g., earnings), focusing on companies that have: expanding unit volume growth, increasing profit margins, significant new product development efforts and returns in excess of their cost of capital.
The top range at initial purchase is $2.5 billion. We let our winners run, therefore, we do not set valuation targets. To help manage risk, the portfolio management team adheres to a strict discipline regarding the sale of securities. In the course of implementing its primary investment strategies, this product will likely experience a turnover rate of approximately 150% or more. The portfolio will hold between 50-70 stocks with the top 10 positions holding 20-30% of the portfolio's assets. We will not let a sector grow larger than 50%, and an industry 25%, without special consideration.
Our small cap product is also available as a mutual fund vehicle. For more information about the Aston/Veredus Aggressive Growth Fund (N and I shares), please visit www.astonfunds.com
| Small Cap Growth Composite |
| 3rd Quarter 2012 Results |
|
Small Cap Growth
(gross) |
Small Cap Growth
(net) |
Russell 2000 Growth |
Russell
2000 |
S&P 500 |
| 3Q12 |
2.63% |
2.43% |
4.84% |
5.25% |
6.35% |
| YTD |
13.03% |
12.43% |
14.07% |
14.23% |
16.43% |
| 1 Year |
24.07% |
23.18% |
31.18% |
31.91% |
30.18% |
| 3 Year |
9.25% |
8.44% |
14.18% |
12.99% |
13.20% |
| 5 Year |
-1.81% |
-2.53% |
2.95% |
2.21% |
1.04% |
| 7 Year |
2.09% |
1.33% |
5.52% |
4.68% |
4.48% |
| 10 Year |
7.26% |
6.43% |
10.55% |
10.17% |
8.00% |
| Since Inception(06/89) |
12.36% |
11.44% |
6.83% |
8.73% |
9.04% |
Performance Disclosure Small Cap Growth
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Small Cap Growth Annual Disclosure Presentation 2011
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