IMS Funds(1)

Value, Momentum, Plus a Little Seasoning

IMS Capital Value Fund

US> Small-Cap > Growth

Jul 15, 2003

Style shifts don't concern Carl Marker, who started his own investment firm 15 years ago at age 25. Learning from mistakes and the willingness to grow and evolve has kept his IMS Capital Value Fund ranked in the top quartile of mid-cap blend funds for the past seven years. He believes he can get better.