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Bryn Mawr Trust launches SEC-registered mutual fund


Bryn Mawr Bank Corporation, parent of Bryn Mawr Trust (BMT), announced today that it has formed a new subsidiary, BMT Investment Advisers, and launched an SEC-registered mutual fund, the BMT Multi-Cap Fund (the Fund).

“We are extremely excited and optimistic about the launch of the BMT Multi-Cap Fund,” says Frank Leto, President & CEO of Bryn Mawr Trust. “It allows BMT to offer our strategic investment expertise to the mass market with this broadly diversified mutual fund focused on equity investments. The Fund streamlines our investment process and will allow us to serve even more clients, expanding our opportunity to become a trusted advisor to more investors.”
Gary Madeira, Executive Vice President and head of BMT’s Wealth Management Division, adds: “In addition to better serving clients across the Wealth Management Division, the BMT Multi-Cap Fund will provide clients who have investable assets that are less than our standard minimum with the opportunity to invest in our proprietary investment strategy in a fully diversified way. It will offer daily pricing and seek to provide liquidity, while adhering to strict standards of regulatory oversight.”
The BMT Multi-Cap Fund is a series trust under BMT Investment Funds (a Delaware Statutory Trust) and is managed by BMT Investment Advisers.
Ernest Cecilia, Senior Vice President and Chief Investment Officer at BMT, and Andrew Keefer, Senior Vice President and Director of Equity Research at BMT, are the portfolio managers primarily responsible for the day-to-day management of the Fund.
The Fund is long-only and will seek to provide long-term capital appreciation and a moderate level of current income by investing in equity securities of publicly traded companies across the full capitalisation strata: large, mid, and small-cap firms.
The equity securities in which the Fund will invest can include common stocks, preferred stocks, convertible securities, and securities of other investment companies. Under normal market conditions, the Fund will invest at least 80 percent of its net assets in equity securities of publicly traded companies.

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