Small-cap value funds among top performers in 2016; Returns in excess of 31.00%
PITTSBURGH (Feb 2, 2017) – Symons Capital Management has introduced its second equity mutual fund strategy, the Symons Concentrated Small Cap Value Institutional Fund (SCSVX). The strategy is an extension of the Symons Concentrated Small Cap Value composite.
In every case, Symons Capital seeks to invest in companies with long-term sustainable businesses that can be purchased at attractive prices.
The Symons Concentrated Small Cap Value Institutional Fund will purchase stocks with market capitalizations of less than $3 billion and will hold fewer than 20 stocks across a broad sector allocation.
“As part of designing this strategy, and in an ever-changing environment where fees are being compressed, we wanted to create a fund whereby we believe there will be great demand in the small value asset class.” said Michael P. Czajka, Chief Executive Officer of Symons Capital Management. “In particular, with the lack of available capacity in the small cap value space coupled with a good process and a clear differentiation from our peers, I truly believe this will be the strategy that makes Symons Capital Management a nationally known firm, side-by-side with some of the other great small cap value investment firms.”
Small Caps were top performers in 2016
Small-cap value funds were the top-performing group among U.S. diversified stock mutual funds in 2016, with a 31.74%* return. Symons Capital Management’s portfolio manager and investment research team strive for both long-term absolute returns and relative returns above benchmarks with a focus on risk-management and downside protection over a full-market cycle.
“The small cap sector is an area where we believe our independent macro, quantitative and qualitative equity research can be used to good advantage to achieve long-term wealth accumulation. Typically there is less published research available on such companies, which makes this a perfect strategy for us.” Mr. Czajka said. “I believe this strategy will be very successful not only with investment management consultants, but even more so with registered investment advisers who create asset allocation models utilizing mutual funds rather than ETF’s or index funds in this asset class,” Mr. Czajka added.
ABOUT SYMONS CAPITAL: Symons Capital Management, an SEC-registered investment adviser, manages approximately $500 million in equity investments for institutional, family office and individual investors, selecting stocks for long-term investment based on the firm’s original research. Symons Capital has its principal office in the Pittsburgh area and has regional offices in Malvern, PA and Marlton, NJ. More information can be found at www.symonsfunds.com or www.symonscapital.com.
*Based on the 2016 return of the Russell 2000® Value Index, a broadly diversified index predominantly made up of value stocks of small U.S. companies. Performance of the index does not represent performance of the fund. Investors cannot invest directly in an index. Past performance is no guarantee of future results.
Investing in ‘value’ stocks presents the risk that the stocks may never reach what the adviser believes are their full market values. Value stocks may underperform growth stocks during given periods. Securities of companies with small and medium market capitalizations are often more volatile and less liquid than investments in larger companies.Investing involves risk, including loss of principal. There is no guarantee that this, or any investment strategy will succeed.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-877-679-6667. The Fund is distributed by Unified Financial Securities, LLC (Member FINRA).
