Kennedy Capital Small Cap Value Fund Institutional Class — Kennedy Capital Management — Fact Sheet (March 2022)

2 slides from Kennedy Capital Small Cap Value Fund Institutional Class's fact sheet, Mar 31, 2022

Slide 1: Extended Small Cap
Our Philosophy We believe that a truly contrarian, flexible investment philosophy offers the best foundation for long term investment performance, particularly for value investing, and especially for EXTENDED SMALL CAP small cap stocks. Data as of March 31, 2022 Portfolio Manager SECTOR WEIGHTINGS 3
Slide 2: Disclosure Glossary Extended Small Cap
DISCLOSURE GLOSSARY EXTENDED SMALL CAP * Kennedy Capital Management, Inc. (“KCM”) is a Missouri corporation registered ratio is calculated by dividing the current closing price of the stock by the latest portfolio allocation that will remain the same or match stated target allocations as an investme