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: Bank Sector Strategy
Profile Portfolios are comprised of value financial securities in the microcap to small cap range. BANK SECTOR STRATEGY Data as of March 31, 2024 Strategy Manager Characteristics 2,3,6 TOP 15 HOLDINGS 4,5,6,7 Brian Hagler STRATEGY BENCHMARK COMPANY NAME SECTOR % OF ASSETS Forecasted P/E (FY2) (x) 8.
Slide 2: Disclosure Glossary Bank Sector Strategy
DISCLOSURE GLOSSARY BANK SECTOR STRATEGY * Kennedy Capital Management LLC (“KCM”) is a Missouri corporation reasons including but not limited to account opening, account closing or third party involved in making or compiling the GICS or any GICS classifications registered as an investment adviser wi