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Views from the Bridge: Conversation with Ian Hardacre
Ian Hardacre, Bridgeport’s Head, Publicly Traded Equities & Portfolio Manager gives a market update on the Bridgeport Small & Mid Cap Equity Fund's strategy, holdings and recent purchases.
Bridgeport Small & Mid Cap Equity Fund provides investors with exposure to a focused portfolio of North American small & mid capitalization publicly traded stocks. The Fund’s investment strategy is to purchase growth companies at value prices by taking advantage of market opportunities through intensive bottom-up research and proprietary company insights.
Since its inception in July 2015 through January 2023, Bridgeport Small & Mid Cap Equity Fund has generated a net annual rate of return of 8.7% as compared to a return of 7.2% for the Russell 2000 and 6.0% for the S&P/TSX Small Cap Index over the same period.
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By John FisherIan Hardacre, Bridgeport’s Head, Publicly Traded Equities & Portfolio Manager gives a market update on the Bridgeport Small & Mid Cap Equity Fund's strategy, holdings and recent purchases.
Bridgeport Small & Mid Cap Equity Fund provides investors with exposure to a focused portfolio of North American small & mid capitalization publicly traded stocks. The Fund’s investment strategy is to purchase growth companies at value prices by taking advantage of market opportunities through intensive bottom-up research and proprietary company insights.
Since its inception in July 2015 through January 2023, Bridgeport Small & Mid Cap Equity Fund has generated a net annual rate of return of 8.7% as compared to a return of 7.2% for the Russell 2000 and 6.0% for the S&P/TSX Small Cap Index over the same period.