All hail the great rotation to equities.

Franklin, Tennessee-based Satuit Funds [profile] has launched two new mutual fund strategies focused on U.S. equities. They are the Satuit Capital U.S. Small Cap Fund (SATSX) and the Satuit Capital U.S. SMID Cap Fund(SATDX).

SATSX will invest at least 80 percent 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 fund's advisor will consider 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). 

Meanwhile, SATDX will invest at least 80 percent 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).

Satuit CIO Robert Sullivan and director of equity research Edward Moore will serve as co-PMs.

The investment team also includes Robert Johnson, Kevin Mirise, Robin Murchison, Jason Novak and Jeffrey MacCune.

Here is the press release:

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Company Press Release

Satuit Funds Management, LLC is pleased to announce two new U.S Domestic Equity Mutual Fund Strategies

FRANKLIN, Tenn., June 27, 2013 -- On April 1, 2013 Satuit Funds Management, LLC, announced the launch two U.S domestic focused equity mutual fund strategies: Satuit Capital U.S. Small Cap Fund (SATSX) and Satuit Capital U.S. 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). 

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.

For a Prospectus or information about the Funds and SMA availability, please contact James Espinales, Director of National Accounts at973-568-6799 or visit our web site www.satuitcapital.com

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The Funds' prospectus contains this and other information about the Funds, and should be read carefully before investing. You may obtain a current copy of the Funds' prospectus by also calling 1-866-972-8848 or by clicking on the tab entitled Prospectus at our web site, www.satuitcapital.com

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Funds may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-866-972-8848. 

This presentation is based upon information available to the public and is intended for informational purposes only. Under no circumstances is it to be used as or considered as an offer to sell, or a solicitation of any offer to buy, any security mentioned in the article.

Funds whose investments are concentrated in a specific industry or in smaller capitalized companies may be subject to a higher degree of market risk than funds whose investments are diversified and may not be suitable for all investors. 

Funds distributed by Rafferty Capital Markets, LLC.

 

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