SMIG

SMIG actively invests in US-listed mid and small-cap equities, which may include common stock, ADRs, and REITs. When selecting individual companies for the fund, the adviser employs a bottom-up approach that looks at fundamental factors such as historical earnings, dividends growth, balance sheet and cash flow generation, competitive position, and prospects for future cash flow. This method aims to concentrate on companies that the adviser believes are sustainable and high-quality. Sector weights within the fund are based on the adviser's evaluation of a company's fundamentals, valuations, and overall economic conditions. The fund generally sells a position if a company's performance has fallen below the adviser's threshold or if better investment opportunities arise.