About SPYGX
Spyglass Growth Fund Institutional Shares is an open-end mutual fund that focuses on investing in mid-cap U.S. growth companies. The fund features a non-diversified portfolio, typically holding around 25 to 26 carefully selected stocks, with an emphasis on businesses operating within secular growth industries such as technology, healthcare, industrials, and communication services. Its investment approach is driven by a distinct valuation framework, aiming to identify companies with significant long-term growth potential based on fundamental research and active management. The fund targets firms with market capitalizations ranging from $2 billion to $12 billion, resulting in a concentrated portfolio where the top ten holdings may comprise around half of total assets. Managed by James Robillard since its inception, the fund seeks to outperform its benchmark, the Russell Midcap Growth Index, through high active share and a focus on sustainable earnings growth. The institutional share class features a $100,000 minimum investment and is designed for larger investors, including institutions and high-net-worth individuals. Spyglass Growth Fund Institutional Shares plays a notable role in offering targeted mid-cap growth exposure for investors seeking concentrated, research-driven access to emerging leaders in the U.S. equity market.
Fund Family Spyglass Capital Management
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol SPYGX
Share Class Institutional Shares
Index Russell MidCap Growth TR
SPYGX had a total return of 3.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.61%.
