The investment seeks long-term growth of capital. The fund invests at least 80% of its assets, in equity securities of small cap companies. The starting universe from which equity securities are selected is the Russell 2000 Value Index. The portfolio managers use a disciplined, risk controlled investment process to select approximately 25 to 50 securities for the fund's portfolio that are consistent with the fund's investment objective. It may purchase other equities such as real estate investment trusts ("REITs"), preferred stocks, publicly traded partnerships, shares of other investment companies and exchange traded funds ("ETFs").
Fund filings (PDF) »
Brian Bruce (Started: Dec 31, 2011)
Samuel Saladino (Started: Mar 1, 2010)
# Contact ?>
Epiphany Funds, 306 West 7th,Suite 616, Fort Worth, TX 76102, USA