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Carillon Eagle Small Cap Growth Fund

  • Overview

    Overview

    Eagle Asset Management, Inc. is the subadviser to the Carillon Eagle Small Cap Growth Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.
     
    The most appealing aspect of small companies — their small size — is also what makes them riskier investments. Those risks include price volatility, less liquidity and the threat of competition. Fund management recognizes these risks and diversifies the portfolio widely to help reduce the impact of a single holding.
     

    Investment Process

    Eagle’s Small Cap Growth managers employ a rigorous bottom-up stock selection technique to identify dynamic small companies that offer Rapid Growth at Reasonable Valuations. The team targets key characteristics such as:
     
    • An accelerating earnings growth rate
    • Strong management with insider ownership
    • Reasonable debt levels
    • Price-to-earnings at or below the earnings growth rate
     
    The managers take a deeper look at companies that pass their financial health screens. Because the team’s primary focus is on individual companies, they place the highest value on their own research and analysis. Managers and analysts will comb through financial statements and SEC filings, speak with industry and buy- and sell-side contacts, and typically conduct company visits before deciding whether or not to invest.
     
    Understanding a company’s fundamentals, its strengths and competition are one part of the team’s strategy for managing the risks of small-cap investing: price volatility, less liquidity and the threat of competition. The fund’s managers diversify the portfolio widely to help reduce the impact of a single holding.

    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.

    Growth companies are expected to increase their earnings at a certain rate. When these expectations are not met, investors may punish the stocks excessively, even if earnings showed an absolute increase. Growth company stocks also typically lack the dividend yield that can cushion stock prices in market downturns.

    Investing in mid-cap stocks may involve greater risks than investing in larger, more established companies. These companies often have narrow markets and more limited managerial and financial resources. The companies engaged in the technology industry are subject to fierce competition and their products and services may be subject to rapid obsolescence. The values of these companies tend to fluctuate sharply.

    Initial Public Offerings (“IPOs”) include the risk that the market value of IPOs will fluctuate considerably due to the absence of a prior market, among other factors.

  • Investment Team

    Eric Mintz

    Eric Mintz, CFA

    Managing Director, Portfolio Manager

    29 Years Of Industry Experience

    19 Years With Eagle Asset Management

    Chris Sassouni

    Christopher Sassouni, D.M.D.

    Portfolio Manager

    34 Years Of Industry Experience

    21 Years With Eagle Asset Management

    David Cavanaugh

    David Cavanaugh

    Portfolio Manager

    28 Years Of Industry Experience

    7 Years With Eagle Asset Management

    Adam Gallina

    Adam Gallina, CFA

    Senior Research Analyst

    24 Years Of Industry Experience

    17 Years With Eagle Asset Management

    Andrew Adebonojo

    Andrew Adebonojo, CFA

    Senior Research Analyst

    32 Years Of Industry Experience

    13 Years With Eagle Asset Management

    Tariq A Siddiqi

    Tariq Siddiqi, CFA

    Senior Research Analyst

    21 Years Of Industry Experience

    12 Years With Eagle Asset Management

    Carillon Tower Advisers is the investment adviser for the Carillon Family of Funds and Eagle Asset Management is the subadviser to the Carillon Eagle Small Cap Growth Fund. Carillon Fund Distributors is a wholly owned subsidiary of Eagle Asset Management and Eagle Asset Management is a wholly owned subsidiary of Carillon Tower Advisers. All entities named are affiliates.

  • Price & Performance

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  • Holdings

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  • Resources

    Documents available for download



Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Call 1.800.421.4184 or your financial professional 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 website 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