The Empiric Fund seeks long-term capital appreciation. The advisor utilizes a backtested multi-variant stock ranking system to assess a stock's attractiveness. The advisor identifies stocks likely to produce "excess" returns, or "alpha" over the MSCI US Small Cap Index. In order to conduct this level of in-depth analysis, Empiric has spent 15 years developing several computer models that employ this systematic process. We’ve found this approach to be particularly effective at capturing contradictory information, identifying shifts in investor preferences, and pinpointing undervalued areas of the market. 

Investors in this fund should be aware of the fund’s long-term capital appreciation focus, and that the fund’s approach may cause it to shift within fund listings such as Morningstar. This fund may be suited to investors who are looking for long-term capital appreciation and are familiar with the risks associated with small and mid sized companies such as those in the MSCI US Small Cap Index.


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