Kennedy Capital Small Cap Value Fund Institutional Class — Kennedy Capital Management — Fact Sheet (March 2025)

2 slides from Kennedy Capital Small Cap Value Fund Institutional Class's fact sheet, Mar 31, 2025

Slide 1: Small/Mid Cap Core
Our Philosophy We believe that companies progressing from the small cap domain to mid-cap offer a compelling blend of growth potential and established fundamentals that drives long- SMALL/MID CAP CORE term value creation. Data as of March 31, 2025 Portfolio Manager SECTOR WEIGHTINGS 3,4,5,6 TOP 10 H
Slide 2: Disclosure Glossary Small/Mid Cap Core
DISCLOSURE GLOSSARY SMALL/MID CAP CORE * Kennedy Capital Management LLC (“KCM”) is a Delaware limited liability responsible for the formatting or configuration of this material or for any and, in the aggregate, may represent only a small percentage of an account’s company headquartered in Missouri.