International Small Cap Diversified Value

Strategy Description

The International Small Cap Diversified Value Strategy is a diversified portfolio that targets undervalued international small cap stocks that are out of favor and often underfollowed by Wall Street research. The strategy leverages proprietary valuation models and the seasoned judgment of our experienced research team. Seeking small size companies with strong balance sheets and attractive assets, the strategy looks to outperform the index over a full market cycle.

Strategy Facts

As of 06/30/2023
Asset ClassInternational Small Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkMSCI World ex-USA Small Cap
Strategy Assets (millions)$7
Number of Stocks250 - 300
Typical Market Cap Range$100 million to $5 billion

Portfolio Managers

Judd Peters, CFA
23 Years with H&W 26 Years of Industry Experience
Ryan Thomes, CFA
15 Years with H&W 21 Years of Industry Experience