Satuit Funds Management has launched two US domestic focused equity mutual fund strategies: Satuit Capital US Small Cap Fund (SATSX) and Satuit Capital US SMID Cap Fund (SATDX).
SATSX seeks to achieve its investment objective by investing at least 80% of its assets in a diversified portfolio of U.S. common stocks of small cap companies exhibiting strong fundamentals and selling at reasonable valuations. The Adviser considers a company to be a small cap company when its market capitalization, at the time of purchase, is within the range of market capitalizations of those companies comprising the Russell 2000 Index (R2000).
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SATDX seeks to achieve its investment objective by investing at least 80% of its assets in a diversified portfolio of U.S. common stocks of SMID cap companies exhibiting strong fundamentals as well as selling at reasonable valuations. The Adviser considers a company to be a SMID cap company when its market capitalization, at the time of purchase, is within the range of market capitalizations of those companies comprising the Russell 2500 Index (R2500).
Robert Sullivan CIO and Edward Moore, CFA Director of Equity Research will serve as Co-Portfolio Managers of both strategies. The investment team also includes Mr.Robert Johnson, Mr. Kevin Mirise, CFA, Ms. Robin Murchison, Mr. Jason Novak and Mr. Jeffrey MacCune.
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