Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013
Scott Gates, Friess Associates

24552

Friess Associates launches Friess Small Cap Growth Fund

RELATED TOPICS​

Friess Associates has launched the Friess Small Cap Growth Fund making the firm’s small-cap services widely available for the first time.

Smaller companies played such a significant role in the early growth of Friess Associates that the firm began dedicating specialised attention to the small-cap category in 1982. Over the next 35 years, only institutions and high-net-worth individuals able to meet substantial investment minimums could access the firm’s small-cap services.
 
Friess Small Cap Growth Fund’s investment minimum is USD2,000 in the fund’s investor class, which will trade under the ticker symbol SCGNX. Led by Chief Investment Officer Scott Gates (pictured), Friess researchers cooperate to manage the portfolio as a team utilising the firm’s time-tested investment strategy.
 
“Friess Small Cap Growth Fund operates in a fruitful hunting ground for our earnings-driven investment approach,” Scott says. “Exhaustive research is at the core of our investment strategy, and we believe the small-cap category offers some of the best opportunities to find underappreciated companies through bottom-up legwork.”
 
Friess Small Cap Growth Fund is designed to capitalise on the relationship between earnings performance and stock prices by holding companies experiencing above-average earnings growth that also show promise to exceed consensus earnings expectations.  While the fund’s market-cap characteristics reflect its small-cap focus, the portfolio’s sector weightings result from a true bottom-up, company-by-company approach and do not reflect the composition of any market index. 
 
“Friess Small Cap Growth Fund aims to beat benchmarks, not mimic them,” adds Scott. 
The fund’s investment objective is to seek capital appreciation.  Institutional class shares of Friess Small Cap Growth Fund will trade under the ticker symbol SCGFX.

Latest News

Bloomberg and General Index (GX) have announced the expansion of their strategic collaboration which builds..
EFAMA has commented on today’s vote by the European Parliament in favour of a new..
Morgan Stanley Investment Management (MSIM) has announced the launch of the MS INVF Systematic Liquid..

Related Articles

Juan Nozal, Mapfre Asset Management
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024, in what he predicts will be an outstanding year for this asset class...
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024,..
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates...
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US..
Lord Hollick, House of Lords
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with genuine independence from government and how they are held to account...
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with..
Rob Edwards, Morningstar
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023...
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by