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About AGF U.S. SMALL-MID CAP FUND
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Inception date
Feb 27, 2024
The fund focuses on the potential growth opportunities offered by small- and medium-sized companies in the US, particularly those that are market leaders or innovators. The fund aims to complement existing large-cap equities in investors' portfolios, enhancing diversification and exposure to high-growth prospects. Utilizing a bottom-up earnings growth momentum investment style, the portfolio manager evaluates companies based on key fundamental metrics such as revenue, earnings, profitability, and growth potential, alongside technical factors like relative strength and trading volume. The selection process prioritizes companies exhibiting accelerating sales and earnings growth rates, strong earnings momentum, positive surprises, and high earnings quality. Sector allocation is flexibly determined based on the portfolio manager's assessment of where the best investment opportunities lie.