Symons Capital Management Introduces a New Small Cap Investment Strategy
Pittsburgh, PA, April 30, 2008 --(PR.com)-- SYMONS CAPITAL MANAGEMENT has introduced its third long-only equity mutual fund strategy, Symons Small Cap Institutional Fund (SSMIX). The strategy is an intellectual sibling of the Symons Alpha Growth and Symons Alpha Value strategies – in every case Symons Capital seeks to invest in companies with long-term sustainable businesses that can be purchased at temporarily attractive prices. The Symons Small Cap Institutional Fund will purchase stocks with market capitalizations below $2 billion, typically holding between 40 and 60 positions.
The Symons Small Cap separate account strategy has been available since October 1, 2006, generating a since-inception annual compound return of 11.9% (net of fees) through March 31, 2008, while the Russell 2000 Index returned -2.3% over the same period. “This strategy is a natural extension of, and an intellectual sibling to, the investment philosophy that has guided us during more than 25 years of personally investing side-by-side with our clients,” said Edward L. Symons, Jr., Chairman and Founder of Symons Capital Management. “As with our other strategies, our Small Cap strategy is based on our independent research, seeking to obtain superior long-term returns with an eye toward assuming only sensible exposure to risk.”
“It is our judgment that there is a wide array of small cap stocks from which we can build a differentiated portfolio,” said Michael P. Czajka, President & CEO of Symons Capital Management. “In particular, with the lack of capacity in the small cap space coupled with good performance, I truly believe this will be the strategy that makes Symons Capital Management a nationally known firm, side-by-side with some of the other great Small Cap investment firms.”
“The small cap sector is an area where we believe our 25 years of intellectually independent equity research can be used to good advantage to achieve long-term wealth accumulation, because there generally is less published research available on such companies,” Mr. Czajka said. “I believe this strategy will be very successful not only with Investment Management Consultants, but perhaps even more so with Registered Investment Advisers who create asset allocation models utilizing mutual funds,” Mr. Czajka added.
About Symons Capital: Symons Capital Management, an SEC-registered investment adviser, manages approximately $300 million in equity investments for institutional, family office and individual investors, selecting stocks for long-term investment based on the firm’s original research. Symons Capital operates its principal office in the Pittsburgh area and a regional office near Philadelphia. More information can be found at www.symonscapital.com.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. Small-Cap and Mid-Cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-877-679-6667. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-877-679-6667. Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)
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The Symons Small Cap separate account strategy has been available since October 1, 2006, generating a since-inception annual compound return of 11.9% (net of fees) through March 31, 2008, while the Russell 2000 Index returned -2.3% over the same period. “This strategy is a natural extension of, and an intellectual sibling to, the investment philosophy that has guided us during more than 25 years of personally investing side-by-side with our clients,” said Edward L. Symons, Jr., Chairman and Founder of Symons Capital Management. “As with our other strategies, our Small Cap strategy is based on our independent research, seeking to obtain superior long-term returns with an eye toward assuming only sensible exposure to risk.”
“It is our judgment that there is a wide array of small cap stocks from which we can build a differentiated portfolio,” said Michael P. Czajka, President & CEO of Symons Capital Management. “In particular, with the lack of capacity in the small cap space coupled with good performance, I truly believe this will be the strategy that makes Symons Capital Management a nationally known firm, side-by-side with some of the other great Small Cap investment firms.”
“The small cap sector is an area where we believe our 25 years of intellectually independent equity research can be used to good advantage to achieve long-term wealth accumulation, because there generally is less published research available on such companies,” Mr. Czajka said. “I believe this strategy will be very successful not only with Investment Management Consultants, but perhaps even more so with Registered Investment Advisers who create asset allocation models utilizing mutual funds,” Mr. Czajka added.
About Symons Capital: Symons Capital Management, an SEC-registered investment adviser, manages approximately $300 million in equity investments for institutional, family office and individual investors, selecting stocks for long-term investment based on the firm’s original research. Symons Capital operates its principal office in the Pittsburgh area and a regional office near Philadelphia. More information can be found at www.symonscapital.com.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. Small-Cap and Mid-Cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-877-679-6667. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-877-679-6667. Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)
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Contact
Symons Capital Management, Inc.
Michael P. Czajka
610-648-3851
www.symonscapital.com
Michael P. Czajka
610-648-3851
www.symonscapital.com
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