Alexandria-based investment firm TAMRO Capital launched the TAMRO Small Cap Collective Fund.
Sponsored by Global Trust Company and available to ERISA-only clients, the fund’s investment philosophy focuses on capitalizing on mispricing in the U.S. equities markets with the goal of delivering strong performance in its core investment strategies through stock selection.
“TAMRO’s bottom-up, opportunistic investment approach, seeks superior results regardless of market environment or investment trend,” said Philip Tasho, chief executive and chief investment officer of TAMRO, in a statement. “The launch of the TAMRO Small Cap Collective Fund makes this strategy available to ERISA-only clients.”
Tasho and Tim Holland serve as portfolio managers of the TAMRO Small Cap Collective Fund. The Fund has a minimum investment threshold of $1 million and charges clients an annual fee of 85 basis points.
Two of TAMRO’s existing clients have committed to adding a combined total in excess of $100 million to the Trust.
TAMRO is a majority employee-owned investment boutique that markets its opportunistic approach to undervalued companies through separately managed accounts and mutual fund vehicles, including the Aston/TAMRO Diversified Equity and Aston/TAMRO Small Cap Funds.
Global Trust Company is a wholly owned subsidiary of Northeast Retirement Services Inc. , which offers specialized trust services and sponsors collective investment trusts for ERISA clients.
