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Granahan US Focused Growth A USD Acc

Ranked 6 out of 121 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Drew Beja

Drew Beja is a portfolio manager at Granahan Investment Management. Drew joined Granahan Investment Management at the end of 2011 bringing 30 years industry experience to the firm, primarily in the small and SMID cap sector of the market. From 2000 to 2011, Drew was with Lee Munder Capital Group in Boston, a firm he co-founded and where he managed several small and SMID cap growth equity products. In 2007, he started the Focused Growth product that he continues to manage at Granahan. Prior to Lee Munder, Drew was a portfolio manager with Standish, Ayer & Wood. Before moving to the buy-side, Drew was an equities analyst for Advest. Drew received his BA from Miami University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Objective

The Fund seeks long term capital growth through investment in a limited number of small, dynamic and sustainable growth companies and to outperform the Russell 2000 Growth Index. The Fund primarily invests in Equities of Small Cap Companies located in or having substantial business ties to the United States. Typically the Fund’s assets will be invested in securities of approximately 40 companies from various sectors including: technology services, internet, consumer, and business services.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.3% 10.6% 5.2%
2016 15.9% -12.9% 18.4% 16.6% -3.6%
2015 -9.6% 0.0% 2.5% -13.7% 2.2%
2014 -4.6% 10.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date11/04/2014
  • Share Class size25Mn
  • Base currencyUSD
  • ISIN IE00BGH16Q55

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).