Bridgeport Small & Mid Cap Equity Fund

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The Fund invests in approximately 20 to 30 small and mid-capitalization publicly traded North American stocks. Provides significant active exposure with diversification and low turnover.

Investment Process:

Bridgeport focuses on companies with unique growth opportunities, discounted valuations and high-quality business fundamentals and management.

Monthly Fund Summary

Portfolios have generated strong risk-adjusted returns for our clients through various market conditions and business cycles.