U.S. Small Cap Growth Equity

Inception date Benchmark Total strategy assets Product literature
January 31, 2000 Russell 2000 Growth Index $164.9M (As of September 2017) Strategy profile (PDF)
  • Highlights
  • Performance


The strategy seeks to outperform the Russell 2000 Growth index over a full market cycle.

Product highlights

  • Investment process combines breadth and discipline of a quantitative approach with the depth and rigor of human insight
  • Quantitative element seeks to generate alpha within each sector using a proprietary scoring model driven by sector specific factors
  • Fundamental oversight over stock selection and portfolio construction augments quantitative process
  • Investment process includes risk-management techniques at the security, sector, factor, and portfolio levels to help manage the inherent risks of small-cap growth investing

Investment team

Assets may include accounts that are not reflected in the composite.

**No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the product profile for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.