Brown Capital Management Small Company Fund (BCSIX) Research

The fund primarily directs at least 80% of its net assets, supplemented by any borrowed capital, into the stock of smaller companies. These are defined as businesses with total operating revenues of $500 million or less at the time of the initial investment. While generally investing in common shares, the investment manager endeavors to construct a portfolio of high-quality small enterprises believed to possess the capacity to develop into significant, large-cap companies. The portfolio typically maintains a focused collection of 40 to 65 securities, each selected by the advisor for its potential for future growth.

Market snapshot

Symbol
BCSIX
Price
$20.50
Day change
+1.38%
Market cap
$325.0M
52-week range
16.86-47.15
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Fifth Avenue Growth Fund (BFTHX)
  • Baron Fifth Avenue Growth Fund (BFTIX)
  • Congress Mid Cap Growth Fund (CMIDX)
  • DoubleLine Yield Opportunities Fund (DLY)
  • Northern Small Cap Value Fund (NOSGX)
  • Red Oak Technology Select Fund (ROGSX)
  • Columbia Seligman Premium Technology Growth Fund (STK)
  • Schwab Balanced Fund (SWOBX)

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