The fund is managed by James Colgan (since 2009) and Nathan Hayman (since 2024), with Michael Novak also listed as a manager since 2009. The broader Frontier Capital team comprises 19 professionals averaging over two decades of industry experience. Frontier Capital Management Company, LLC was founded in 1980 and serves as sub-adviser, specializing in growth and value equity investments with over 40 years of expertise focused on managing U.S. small, smid and mid-cap equity portfolios.

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The fund employs a Growth at a Reasonable Price (GARP) approach to identify U.S. small- and mid-capitalization equity companies with solid or improving businesses and long-term unrecognized earnings power that are selling at attractive valuations. Frontier's investment philosophy is based on the belief that active, fundamental research adds value to the investment process. The strategy seeks to generate consistent returns over a full market cycle through positive stock selection, aiming to outperform in fundamentally driven markets, preserve capital in down markets and keep pace in speculative markets. Portfolios are constructed on a bottom-up basis, one stock at a time, utilizing disciplined and consistent proprietary fundamental analysis focusing on individual company performance and financial health.

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