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Jerry Szilagyi, AlphaCentric

AlphaCentric launches AlphaCentric Small Cap Opportunities Fund


AlphaCentric has launched the AlphaCentric Small Cap Opportunities Fund (SMZIX) which seeks long term capital appreciation and focuses specifically on the equities of small capitalisation companies primarily based in the US.

The management team uses proprietary, bottom-up research to identify companies that have under-appreciated earnings potential and exhibit reasonable valuations. Designed to mitigate valuation risk, the Fund typically takes positions in companies with valuation multiples that are near or below historical averages.
 
“This newest addition to the AlphaCentric Funds family is one that aims to offer investors exposure to small cap companies without the typical volatility that comes with this sector,” says Jerry Szilagyi (pictured), CEO of AlphaCentric. “The team behind the AlphaCentric Small Cap Opportunities Fund utilises fundamental research to mitigate valuation risk in an attempt to provide a more favourable risk/reward tradeoff.”
 
At any one time, SMZIX is invested in 50 to 90 stocks, with a typical holding period of less than 12 months. The AlphaCentric Small Cap Opportunities Fund, which is sub-advised by Pacific View Asset Management, trades under the tickers SMZIX, SMZAX and SMZCX.

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