The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 75% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Brazil). It normally invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of investment.
Fund filings (PDF) »
P. Egan (Started: May 1, 2003)
Louis Mendes (Started: May 1, 2003)
# Contact ?>
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States