VAM US Mid Cap Growth Fund

CLASSIFICATIONS

Asset Class:  Equity

Region: United States

INVESTMENT OBJECTIVE

The investment objective of the Fund is to achieve significant capital appreciation over each full market cycle. To achieve this objective, the Fund will invest in an unleveraged portfolio of equity and equity-convertible securities and cash or cash equivalents. The Fund’s assets will consist primarily of equity or equity-convertible securities of companies with perceived high growth potential and listed in the United States or dealt in on another United States Regulated Market with aggregate market capitalisations, at the time of purchase, within the current market capitalisation ranges for generally followed mid-cap indexes, such as the S&P Midcap 400 Index and the Russell Midcap® Growth Index.

KEY FACTS

A class USDA class GBPB class USDD class USDE class USD
Launch Date15th July 200530th September 201129th April 2005TBCTBC
ISINLU0214332925LU0663727740LU0214333063TBCTBC
Sedol CodeB06FNF4B4JVCM7B06FP25TBCTBC
Bloomberg TickerVAMUMCA LXVAMUMSA LXVAMUMCB LXTBCTBC
Base CurrencyUSDUSDUSDUSDUSD
Dealing FrequencyDailyDailyDailyDailyDaily

DRIEHAUS CAPITAL MANAGEMENT LLC

Driehaus is the investment manager to eight VAM Funds (Lux) funds and one VAM Managed Funds (Lux) fund. It is a specialist institutional investment manager based in Chicago, Illinois, USA. It boasts over three decades of investment management expertise.

PORTFOLIO MANAGER

Jeffrey James

Mr James began his career with Lehman Brothers in 1990. From 1991 to 1997, he worked at the Federal Reserve Bank of Chicago as an analyst and joined Driehaus Capital Management in 1997 as a sector analyst, covering the information technology and energy sectors for the firm’s Small Cap Growth and Mid Cap Growth strategies. In 1998, he began managing the Driehaus Micro Cap Growth strategy. In 2006, he began managing the Driehaus Small Cap Growth strategy. In 2012, he began managing the Driehaus Small/Mid Cap Growth strategy. Mr James received his B.S. in Finance from Indiana University in 1990 and his MBA from DePaul University in 1995.

To access the retail share class fact sheets, please click here.

 

To access the D share class fact sheets, please click here.

 

To access the Fund’s institutional E share class prices and literature, please click here.

VAM US Mid Cap Growth Fund's Literature

Access the Fund’s fact sheets and sales aids

VAM US Mid Cap Growth Fund's Price and Performance

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