Performance & Momentum
Strategic Analysis
FYC is an equity fund focused on U.S. small-cap growth stocks, with a systematic selection process based on the AlphaDEX methodology. Its positioning relies on an active and disciplined approach aimed at capturing companies that are more dynamic than the broader market, while maintaining significant exposure to the most cyclical and most responsive segment of the U.S. equity market.
- Targeted exposure to small-cap growth stocks, a segment that has historically performed well during recovery phases and periods of risk appetite
- AlphaDEX methodology, which provides a structured and differentiated selection process compared with traditional index-based management
- Strong track record, reflecting an ability to sustainably capture the small-cap premium in U.S. equities
- High sensitivity to market volatility and sector rotations that are unfavorable to growth stocks
- Risk of underperformance during periods of rising interest rates, economic slowdown, or weakening risk appetite
Momentum is solid and confirms a favorable trend, with recent strength well established across multiple time horizons. Strategically, this reflects market interest in small-cap growth exposure and in the fund’s active construction, but this profile remains demanding and can reverse quickly if macroeconomic or market conditions become less supportive.
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