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Portfolios

Verus US Small/Mid-Cap Equity

Purpose:
The Verus U.S. Small/Mid-Cap Equity Portfolio has been designed to provide a platform for private clients to invest in a concentrated portfolio of U.S. small and medium capitalization companies.

Investment Objectives:
  1. The mandates investment objective is to protect and grow capital over the long term by investing in an actively managed investment portfolio of small/mid-cap publicly traded equities that delivers superior risk-adjusted returns.

  2. The mandate will seek to achieve its investment objective by purchasing securities of issuers whose underlying businesses the Investment Manager believes have strong business, financial and managerial characteristics. The Investment Manager performs rigorous and independent research. In addition, the purchase of these securities will generally be at a price that is less than the Investment Manager’s assessment of the underlying business’ intrinsic value.

Performance History

As of MArch 31st, 2022

Portfolio Growth of $100,000 Investment

Annualized Performance (%)

Trailing-Period Performance (%)