Eagle Smaller Company Fund

Eagle Asset Management, Inc. is the sub-adviser to the Eagle Smaller Company Fund and an affiliate of Carillon Tower Advisers, Inc.
the Investment Adviser.


Seeks capital growth by uncovering opportunities in small-capitalization
companies with undervalued assets or growth potential that is not yet reflected
in the stock price.


The portfolio manager seeks long-term capital appreciation by investing principally in the equity securities of companies with capitalizations of $500 million to $2.5 billion.

The team seeks to buy growing, high-quality companies at a discount to what the managers perceive are their fair-market values.

Quality

  • Superior cash-flow generation
  • Management with successful record of business-strategy execution
  • Defensive business models
  • Sustainable growth
  • Solid balance sheet

Valuation

  • Pay reasonable prices
  • Disciplined sell policy

Balance

  • Diversified portfolio
  • Sector-weight policies

A Word about Risk

Investments in small-cap companies generally involve greater risks than investing in larger capitalization companies. Small-cap companies often have narrower commercial markets and more limited managerial and financial resources than larger, more established companies. As a result, their performance can be more volatile and they face greater risk of business failure, which could increase the volatility of a fundís portfolio. Additionally, small-cap companies may have less market liquidity than larger companies.