investment strategy / process

The Allegiant Multi-Factor Mid Cap Growth Fund seeks capital appreciation by investing in growth-oriented common stocks of U.S. mid cap companies with market caps matching the benchmark^.  Using an analytical process together with fundamental research methods, the Fund’s managers rate the performance potential of companies and buys those stocks that it believes offer the best prospects for superior performance relative to the securities of comparable companies.  Stock selection is based upon sound scientific evidence and three key drivers of future performance:  valuation, fundamentals and investor interest.

The team assesses a company’s prospects for growth by reviewing and analyzing purchase candidates individually. The Fund also utilizes an active trading approach. The Fund may invest in initial public offerings (IPO’s), the performance of which is unpredictable and the effect of which may not be duplicated during periods in which the Fund does not invest in IPO’s.

^ The market cap range of the benchmark frequently changes.  As a result, the capitalization of companies in which the Fund invests may also change.

Investment Risk