NYLI WMC Small Companies Fund Class I

NYLI WMC Small Companies Fund Class I is a mutual fund focused on investing in U.S. small-cap companies. Its primary objective is to identify and capitalize on critical inflection points in the business fundamentals of these companies, aiming to capture growth opportunities as momentum shifts. The fund employs a unique investment process that blends proprietary data science tools with fundamental analysis to uncover early signs of change before they are broadly recognized by the market. Managed by an experienced team with autonomy over portfolio strategy, the fund benefits from the institutional resources of a large global manager while maintaining a boutique-style investment approach. The portfolio typically holds around 140 securities and is diversified across sectors including consumer cyclical, energy, healthcare, and industrials, with notable holdings such as Blue Bird Corp and Freshpet Inc. The fund’s annual turnover rate is high, reflecting an active approach to capturing opportunities in a dynamic market segment. NYLI WMC Small Companies Fund Class I is tailored for institutional investors, offering no initial sales charge and maintaining a competitive expense ratio within its peer group. It plays a significant role in providing access to the potential growth and innovation offered by smaller U.S. companies, thus serving as a key vehicle for exposure to the small-cap equity market.