Small Cap Diversified Value
The Small Cap Diversified Value strategy has a successful track record dating back more than 11 years. The strategy blends a sophisticated model to exploit valuation anomalies with fundamental reviews by our experienced research team. In a capacity-constrained asset class, the strategy addresses liquidity limitations while leveraging the fundamental knowledge base of an experienced research group. The portfolio provides consistent, diversified exposure to approximately 350-400 small cap value stocks.
What to Expect
- Diversified exposure to small capitalization, undervalued U.S. equities
- Valuation metrics at a discount to the market
- Attractive risk/return opportunities identified by our model and reviewed by our 21-person experienced research team
Read more about the small cap diversified value strategy
As of 12/31/2016
|Asset Class||Small Cap Value Equity|
|Style Benchmark||Russell 2000 Value|
|Broad Benchmark||Russell 2000|
|Strategy Assets (millions)||$19|
|Number of Stocks||350 – 400|
|Typical Market Cap Range||$100 million to $3 billion|
|Status||Open to new investors|
We employ a team approach to investing. As such, our clients benefit from the input and contribution of every member of our 21-person investment team.