About CIPNX
Champlain Small Company Fund Institutional Class is a mutual fund focused on capital appreciation through investments in small and, to a lesser extent, medium-sized companies. Managed by Champlain Investment Partners, an independent and employee-owned firm, the fund maintains a diversified portfolio typically consisting of 65 to 100 common stocks from companies included in indices such as the Russell 2000 and S&P SmallCap 600. The fund employs a disciplined, bottom-up investment process, favoring companies with strong fundamentals, attractive valuations, and superior long-term growth potential. A minimum of 80% of net assets is invested in securities of small companies, with diversification across key sectors like technology, healthcare, consumer, industrials, and financials. The fund aims to manage risk by limiting position sizes and sector concentrations while seeking value primarily through careful stock selection. Designed for institutional investors, the fund has a high minimum investment requirement and is recognized for its comprehensive approach to small-cap equity investing in the U.S. market.
Fund Family Champlain Funds
Category Small Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CIPNX
Share Class Institutional Class Shares
Index Russell 2000 TR
CIPNX had a total return of -11.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.54%.
