Carillon Eagle Smaller Company Fund

  • Overview

    Overview

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

    The fund 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.

    Investment Process

    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 fund’s portfolio. Additionally, small-cap companies may have less market liquidity than larger companies.

    Key Facts

  • Investment Team

    Smaller Company Fund Investment Team

    Charles Schwartz

    Charles Schwartz, CFA

    Portfolio co-Manager

    26 Years of Industry Experience

    5 Years With Company

    Betsy Pecor

    Betsy Pecor, CFA

    Portfolio co-Manager

    20 Years of Industry Experience

    5 Years With Company

    Matthew McGeary

    Matthew McGeary, CFA

    Portfolio co-Manager

    18 Years of Industry Experience

    5 Years With Company

    Matt Spitznagle

    Matthew Spitznagle, CFA

    Senior Research Analyst

    21 Years of Industry Experience

    6 Years With Company

    Jason Wulff

    Jason Wulff, CFA

    Research Analyst

    16 Years Of Industry Experience

    2 Years With Company

  • Price & Performance

    Please Select
  • Holdings

    Top 20 Holdings

    Top 10 Industries

  • Literature

    Documents available for download


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Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Contact Carillon Fund Services at 1.800.421.4184 or your financial advisor for a prospectus, which contains this and other important information about the funds. Read the prospectus carefully before you invest or send money.

Not FDIC insured. No bank guarantee. May lose value.

Carillon mutual funds may be offered only to persons in the United States and its territories, and by way of a prospectus. This web site should not be considered a solicitation or offering of any Carillon mutual fund to investors residing outside the United States or its territories.

Carillon Fund Distributors, Inc., Member FINRA. 880 Carillon Parkway, St. Petersburg, FL 33716