MUTUAL FUNDS

Small Cap Opportunities Fund

Fund Highlights

Diversified Growth: Seeks companies with above average earnings growth that Geneva classifies as either a consistent grower or an emerging grower

High Conviction: Conviction weighted portfolio with high active share

Opportunistic: Seeks companies falling victim to short term market dislocations despite strong long term growth prospects

Fund Details

  CLASS I CLASS R
Ticker GNOIX GNORX
CUSIP 89834E534 89834E542
Inception Date 12/27/2013 12/27/2013
Minimum Investment $100,000 $1,000
NAV as of 12/31/2016 $20.27 $20.07

Portfolio Managers

Daniel P. Delany

Daniel P. Delany, CFA

Principal
21 years experience

Jim L. Farrell

Jim L. Farrell, CFA

Principal
15 years experience