By Dan Danford
At the Family Investment Center, we believe strongly in investor education. We hold periodic free events for our clients, friends and members of the public. Next Thursday, May 28, we will host Jason Votruba, CFA, who will present “A Winning Strategy for Investing in Smaller Capitalization Equities.” Jason has served as a Portfolio Manager for the UMB Scout Small Cap Fund since 2002 and has more than 10 years of investment management experience.
The presentation will be held in the East Hills Library's basement auditorium in St. Joseph, Mo., beginning with refreshments at 6:30 p.m. and the presentation at 7 p.m.
At FIC, we believe that a properly diversified portfolio should own a variety of asset classes and sizes. UMB Scout Small Cap is one of the funds we've been using for client portfolios. This is a great opportunity to meet the fund manager, and get a face-to-face report on the strategies and stocks that make them so successful.