Jean Barnard, CFA, serves as Director of Research and Portfolio Manager at Kennedy Capital Management LLC, based in Denver, Colorado. She oversees the Small Cap Growth and SMID Cap Growth strategies and leads internal research operations, directing the investment process while also serving as a board director involved in strategic decisions for the firm. Ms. Barnard specializes in small and mid-cap equities with a focus on the internet, media, and telecommunications sectors. Before joining Kennedy Capital Management in 2018, she held senior roles at Janus Capital, including Executive Vice President and Co-Portfolio Manager for the Janus Classic Growth Strategy, as well as Sector Lead for Communications, managing a global analyst team. Her investment career began at Janus Capital in 1992 as an equity research analyst and founding member of the international investment team. She holds a Bachelor of Arts with distinction in Economics and Political Science from Yale University.

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Kennedy Capital's Growth Investment Philosophy seeks companies with durable business models able to deploy assets into growing sets of opportunities with the potential to generate superior rates of return. The fund employs a bottom-up fundamental research approach focusing on companies with durable business models, superior management, and high earning potential. Investment decisions emphasize fundamental research focusing on companies with superior returns on invested capital (ROIC). The fund classifies companies into three growth life stages: Early Growth, Steady Compounder, or Material Positive Change. The fund is generally managed on a sector neutral basis with modest over- and under-weights driven by bottom-up stock selection using a labor intensive investment approach with a disciplined and consistent investment process.

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