The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in European companies. It invests at least 70% of total assets in companies in Western European countries (for example, the United Kingdom, Germany, France and Italy), but also may invest up to 30% of total assets in companies in emerging Central and Eastern European countries (for example, Poland, the Czech Republic, Turkey and Cyprus), including up to 10% of its total assets in companies in Russia and the Ukraine. It invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion.
Fund filings (PDF) »
Andreas Waldburg-Wolfegg (Started: Aug 19, 2011)
Stephen Kusmierczak (Started: Aug 19, 2011)
# Contact ?>
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States