EPMV

EPMV is an actively managed fund offering segmented exposure to the US equity mid-cap market. It specifically targets undervalued equity securities issued by mid-sized companies in the US with market capitalizations within the Russell Midcap Index range. The fund uses a bottom-up investment approach, employing fundamental and qualitative criteria, to evaluate and recommend investments. Statistical analysis and ESG considerations may also be utilized to determine and manage specific risks. Under normal conditions, the fund invests at least 80% of its net assets, plus borrowings, in a diversified portfolio of mid cap companies' equity securities which makes the funds performance more volatile. EPMV will comprise 40-70 value stocks while seeking total return.