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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
December 10, 2004 at 07:00 PM
PBHG Funds said it will close all share classes of the TS&W Small-Cap Value Fund to new investors at the end of the month to keep the fund’s assets from increasing to the point where they may hurt its performance.
The fund had total assets of about $78 million at the end of November. The fund is run for PBHG by Thomson, Siegel & Walmsley Inc.
“Given the liquidity concerns inherent within the small cap area of the market, we believe it is in the best interests of our existing shareholders to limit the amount of assets in the fund,” portfolio manager Frank Reichel III said in a statement. “Limiting new investments into the fund will provide us the flexibility we need to continue to execute the fund’s investment strategy effectively over the long term.”
Contact Bob Keane with questions or comments at: [email protected]
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