EPSV

EPSV is an actively managed fund offering segmented exposure to the US equity small- and mid-cap market. It specifically targets undervalued equity securities issued by smid-sized companies in the US with market capitalizations within the Russell 2500 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 smid cap companies' equity securities which makes the funds performance more volatile. EPSV will comprise 40-70 value stocks while seeking total return.