Bringing you live news and features since 2006 

Scott Gates, Friess Associates

Friess Associates launches Friess Small Cap Growth Fund


Friess Associates has launched the Friess Small Cap Growth Fund making the firm’s small-cap services widely available for the first time.

Smaller companies played such a significant role in the early growth of Friess Associates that the firm began dedicating specialised attention to the small-cap category in 1982. Over the next 35 years, only institutions and high-net-worth individuals able to meet substantial investment minimums could access the firm’s small-cap services.
Friess Small Cap Growth Fund’s investment minimum is USD2,000 in the fund’s investor class, which will trade under the ticker symbol SCGNX. Led by Chief Investment Officer Scott Gates (pictured), Friess researchers cooperate to manage the portfolio as a team utilising the firm’s time-tested investment strategy.
“Friess Small Cap Growth Fund operates in a fruitful hunting ground for our earnings-driven investment approach,” Scott says. “Exhaustive research is at the core of our investment strategy, and we believe the small-cap category offers some of the best opportunities to find underappreciated companies through bottom-up legwork.”
Friess Small Cap Growth Fund is designed to capitalise on the relationship between earnings performance and stock prices by holding companies experiencing above-average earnings growth that also show promise to exceed consensus earnings expectations.  While the fund’s market-cap characteristics reflect its small-cap focus, the portfolio’s sector weightings result from a true bottom-up, company-by-company approach and do not reflect the composition of any market index. 
“Friess Small Cap Growth Fund aims to beat benchmarks, not mimic them,” adds Scott. 
The fund’s investment objective is to seek capital appreciation.  Institutional class shares of Friess Small Cap Growth Fund will trade under the ticker symbol SCGFX.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by