Oakville, Ontario, July 11, 2008 - Bellwether, an independent investment management boutique specializing in North American core equities announces the launch of a U.S. Small Cap Fund.
The US Small Cap Fund invests in stocks of small US companies that combine low valuation characteristics with strong cash flow and earnings growth. John Wood, Bellwether 's Chairman says; "the fund was designed to provide investors with strong long term capital appreciation by investing in 20 - 50 of the best companies residing in the SP600 Index". Mr Wood adds; "stocks may be selected from outside the index, but these stocks may not exceed 10% of the market value of the overall Fund".
The SP600 Index is recognized as the prevalent small cap index in the United States.
John Wood talks about the importance of Bellwether introducing a US Small Cap fund at this time; "We believe the U.S. market offers investors a unique opportunity. After a couple of years of weak performance, we are uncovering a tremendous number of opportunities to buy high levels of profitability at relatively low valuations".
The U.S. Small Cap Fund is one of 6 funds managed by Bellwether. Other funds include:
- Canadian Stock Fund
- Canadian Performance Fund
- Canadian Small Company Growth Fund
- US Stock Fund
- Global Value Fund
Bellwether is an independent boutique investment management company that was formed to produce above average returns for High-Net-Worth Individuals, Foundations, and Institutional investors.
For More Information Contact:
John Wood
Chairman
(905) 337-2227 ext. 203
Email John
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