Blog: Cutting Through the Noise

Small, Quirky and a Personality all its OwnPrint

Posted on February 9, 2011

By Scott Ronalds

Morningstar’s David O’Leary recently wrote a research report on our Small-Cap Fund. The piece, titled There’s a Lot of Potential in this Obscure Fund, is available on Morningstar’s website for subscribers to their premium service.

Morningstar also published a short video yesterday in which David and a colleague review the fund. Key points of discussion include the portfolio’s tight level of concentration, the manager’s investment style, and how the fund is different from many of its peers. Small, unconstrained and ‘quirky’ are the main themes. If we’ve piqued your interest, you can watch the clip here.