Kennedy Capital Small Cap Value Fund Institutional Class — Kennedy Capital Management — Fact Sheet (March 2024)

2 slides from Kennedy Capital Small Cap Value Fund Institutional Class's fact sheet, Mar 31, 2024

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 SMALL/MID CAP CORE long-term value creation. Data as of March 31, 2024 Portfolio Manager SECTOR WEIGHTINGS 3,4,5,6 TOP 10 HO
Slide 2: Disclosure Glossary Small/Mid Cap Core
DISCLOSURE GLOSSARY SMALL/MID CAP CORE * Kennedy Capital Management LLC (“KCM”) is a Delaware limited liability thereto. The presentation may contain confidential information and 8. The information provided should not be considered a recommendation to company headquartered in Missouri. KCM is regist