U.S. Small Cap Value Equity

Inception date Benchmark Total strategy assets Product literature
March 31, 1993 Russell 2000 Value Index $335.1M (As of October 2019)


  • Highlights
  • Performance


The strategy seeks to outperform the Russell 2000 Value Index by investing in a portfolio of stocks with attractive valuation and quality characteristics and improving business momentum or catalysts that can unlock value.

Product highlights

  • Seeks to outperform the Russell 2000 Value Index by investing in a portfolio of what we believe to be attractively valued small-cap U.S. stocks issued by quality companies with improving business momentum or catalysts that may unlock value
  • Focus on bottom-up stock selection, well-diversified portfolios, and downside risk management
  • Seeks to manage risk through security selection, portfolio construction, and liquidity management
  • Portfolio manager and senior analysts with extensive experience working together as a boutique with access to large firm resources

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 composite disclosures for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.