SOURCE: Geneva Advisors

Geneva Advisors

January 02, 2014 09:47 ET

Geneva Advisors Expands Its Mutual Fund Offerings With New Small Cap and Mid Cap Growth Funds

CHICAGO, IL--(Marketwired - Jan 2, 2014) -  Geneva Advisors has launched two new mutual funds that aim to provide clients with additional return opportunities by seeking investments in companies with strong earnings and revenue growth, and dominant competitive positions.

The new Small Cap Opportunities and Mid Cap Growth Funds are managed by the same teams who have been managing Geneva's small- and mid-cap strategies in a separate account format and have proven track records. The two new funds bring Geneva Advisors' mutual fund offerings to five.

"The Small Cap Opportunities and Mid Cap Growth Funds are a logical extension of our firm's growth," said Tom Bruns, Director of Intermediary Sales for Geneva Advisors. "We are now able to offer our strong capabilities in the small- and mid-cap space in the advisor- and investor-friendly mutual fund structure."

"We have started to see stock correlations decline -- the type of environment in which our strategies have the potential to add significant value," adds Dan Delany, a portfolio manager for the small- and mid-cap funds at Geneva Advisors. "In my opinion, this makes it an opportune time to launch our new mutual funds."

The tickers for the Small Cap Opportunities and Mid Cap Growth Funds are as follows: Geneva Advisors Small Cap Opportunities Fund -- Class I: GNOIX; Class R: GNORX; Geneva Advisors Mid Cap Growth Fund -- Class I: GNMIX; Class R: GNMRX.

Geneva Investment Management of Chicago, LLC, doing business as Geneva Advisors, has seen assets under management rise to $6.7 billion since the firm's inception in 2003. The growth is attributed to the firm's commitment to providing independent advice and the quality of their portfolio management.

Employee-owned, Chicago-based Geneva Advisors is an independent, opportunity-driven boutique investment management firm serving institutional investors and high net worth individuals. Geneva Advisors provides clients with performance-focused asset allocation, direct access to senior investment professionals, and transparency to portfolio decisions. Geneva Advisors has shown financial strength, stability, and has a proven track record since its founding in 2003. Visit or contact Robert J. Coulton at 312.422.0475 or for additional information.

Before you invest in the Geneva Funds, investment objectives, risks, charges and expenses must be considered carefully. The prospectus contains this and other important information about the investment company and may be obtained by calling 1-877-343-6382. Read it carefully before investing.

The Funds may invest in mid-cap, small-cap and/or micro-cap companies, which involve additional risks such as limited liquidity and greater volatility than large-cap companies. The Funds may also invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods. These risks are greater for emerging markets. When the Fund invests in other investment companies, including ETFs, it will bear additional expenses based on its pro rata share of the other investment company's or ETF's operating expenses, including the potential duplication of management fees.

Correlation is a statistical measure of how two securities move in relation to each other.

The Geneva Funds are distributed by Quasar Distributors, LLC

Contact Information

  • Contact:
    Robert J. Coulton