FullerThaler Behavioral Small-Cap Equity Fund Investor Shares is an open-end mutual fund focused on achieving long-term capital appreciation by investing primarily in publicly traded U.S. small-cap companies. The fund allocates at least 80% of its net assets to common stocks of companies that fall within the market capitalization range of the Russell 2000 Index, aiming for broad exposure across diverse sectors within the small-cap blend category. Managed by Fuller & Thaler Asset Management, the fund employs proprietary behavioral finance research, targeting companies where psychological factors and market inefficiencies—such as over-reaction to negative news or under-reaction to positive developments—may present attractive investment opportunities. Specific signals, like significant insider buying, stock repurchases, or large earnings surprises, are integral to the selection process. The fund’s portfolio typically consists of over 120 holdings and is benchmarked against the Russell 2000 Index. By leveraging these behavioral insights, the fund seeks to identify and capitalize on undervalued small-cap stocks, playing a notable role in connecting investors to the U.S. small-cap equity market and contributing to capital formation for emerging growth companies.
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