The Archer Multi Cap Fund seeks long-term growth of capital by investing in up to 75 equity positions split evenly between the top 25 small, medium, and large publicly traded, US companies at the beginning of each calendar year based on market capitalization. Position sizes are adjusted throughout the year driven by our proprietary quantitative and technical models and rebalanced annually.
Diversified portfolio on small-, mid-, and large-cap US equities.
Rebalanced annually to include the top 25 companies, based on market capitalization, of each index.
Quantitative and technical model to execute buy discipline throughout the year.
Focus on shareholder value with a no-load structure and a capped expense ratio.
Q3 2021 Schedule of Investments
Q1 2022 Schedule of Investments
Managed index investing