VAM Funds (Lux) US Micro Cap Growth B

Ranked 16 out of 73 in - US Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Managed by

Jeff James

Jeff James is the portfolio manager for the Micro Cap Growth, Small Cap Growth and Small/Mid Cap Growth strategies at Driehaus Capital Management. In his role as portfolio manager, he has final responsibility for the strategies' portfolio construction, risk management and buy/sell decisions. Additionally, he is responsible for implementation of the investment philosophy, idea generation as well as the evaluation of macro-level trends and the market environment. James began his career with Lehman Brothers in 1990. From 1991 to 1997, he worked at the Federal Reserve Bank of Chicago as an analyst and joined Driehaus Capital Management in 1997 as a sector analyst covering the information technology and energy sectors for the firm’s Small Cap Growth and Mid Cap Growth strategies. In 1998, he began managing the Driehaus Micro Cap Growth strategy. From 2001 to 2005, he also served as portfolio manager for the firm’s long/short hedge fund. He was named portfolio manager of the Driehaus Small Cap Growth strategy in 2006.

Objective

The objective of the Fund is to achieve long term capital growth. The Fund is actively managed, mainly investing in stocks of small sized companies listed or located in the US, with a market capitalization of less than USD 500 million. The strategy of the Fund is growth oriented, this means it identifies and invests in stocks of companies with perceived future earnings growth potential. In addition, the Fund may hold bank deposits as well as invest in money market instruments and bonds issued by companies or governments.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 28/02/2019 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.3%
2018 4.6% 0.0% 21.0% 11.0% -22.1%
2017 9.9% -1.3% 3.6% 4.6% 2.8%
2016 36.3% -7.3% 14.2% 22.1% 5.5%
2015 2.7% 10.8% 3.3% -13.1% 3.3%
2014 11.6% 3.6% -10.0% -1.1% 21.1%
2013 49.7% 24.6% 6.5% 8.2% 4.3%
2012 9.1% 10.4% -5.3% 8.5% -3.8%
2011 -19.3% 0.4% -4.8% -24.7% 12.3%
2010 31.8% 12.6% -7.3% 3.7% 21.9%
2009 21.7% -7.8% 6.9% 22.6% 0.7%
2008 -24.4% -22.3% 11.2% -9.3% -3.6%
2007 19.6% 3.3% 10.3% 1.7% 3.1%
2006 1.0% 15.7% -14.7% -9.9% 13.5%
2005 34.0% -6.2% 8.7% 17.9% 11.4%
2004 -10.5% -2.2% -2.0% -9.8% 3.5%
2003 31.8% 4.2% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. Singapore
  4. Spain
  5. Sweden
  6. United Kingdom

Fund Info

  • Launch date17/01/2003
  • Share Class size23Mn
  • Base currencyUSD
  • ISIN LU0247234700

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment1.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).