The investment seeks long-term capital appreciation. The fund invests at least 75% of its net 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 invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $10 billion at the time of initial investment and (ii) may also invest in companies with market capitalizations above $10 billion, provided that immediately after that investment a majority of the fund's net assets would be invested in Focus Stocks.
Fund filings (PDF) »
Tae Han (Simon) Kim (Started: Dec 29, 2017)
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