TSLIX

About TSLIX

Transamerica Small Cap Value I is an institutional mutual fund that seeks to provide long-term capital appreciation by investing primarily in equity securities of small-capitalization U.S. companies. The fund emphasizes a value-oriented approach, focusing on companies believed to be undervalued based on fundamental analysis and attractive price ratios. Its portfolio construction process begins with a screening to identify a focused list of small-cap stocks for deeper research, primarily targeting businesses within the market capitalization range of the Russell 2000 Value Index. Notably, the fund diversifies across multiple sectors, with significant allocations to financial services, industrials, and energy companies, reflecting broader small-cap value opportunities in the U.S. economy. The managers may allocate up to 10% of assets to foreign securities to enhance diversification. As a small value category fund, it plays a pivotal role for institutional investors seeking exposure to potential growth and value opportunities among smaller, less-followed stocks. Managed by Transamerica Asset Management with Peregrine Capital Management as sub-advisor, this fund is designed to help round out diversified equity allocations in portfolios focused on long-term capital growth.