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The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in common stocks of small companies. The adviser currently considers "small companies" to be those within the market capitalization range of the Russell 2000® Index at the time of initial purchase by the fund. As part of the investment process, the Advisor takes material environmental, social and governance (“ESG”) factors into account through an integrated approach within the investment team’s fundamental investment analysis framework.
Name | Title | Since | Until |
---|---|---|---|
Lance F. James | Senior Portfolio Manager | 1991 | Now |
Biography | Lance F. James is Managing Director and Senior Portfolio Manager. He has been in the investment industry since 1980. | ||
Peter C. Schliemann | Managing Principal | 1991 | 1999 |
Biography | Mr. Schliemann has been Managing Principal and Portfolio Manager of Rutabaga Capital Management LLC since 2000. Prior to joining Rutabaga, Mr. Schliemann was a senior vice president in David L. Babson & Company. Previously, he spent nine years as a securities analyst for Boston Company. Mr. Schliemann is a member of the Boston Security Analysts Society. |
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