Strategies

Small Cap Diversified Value

Summary

Strategy Description

A diversified portfolio that targets undervalued 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 to build a portfolio of smaller companies with strong balance sheets and attractive assets.

Strategy Facts

As of 06/30/2023
Asset ClassSmall Cap Value Equity
VehiclesSeparate Account | CIT | Mutual Fund
Style BenchmarkRussell 2000 Value
Strategy Assets (millions)$2,710
Number of Stocks350 - 400
Typical Market Cap Range$100 million to ~$5 billion*
StatusOpen
*(or the largest market cap in the Russell 2000 Index)

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

Index definitions

Glossary of financial terms

More Insights

August 2023 Investing in International Small Cap: The Beauty of Inefficiency Go to Outlook January 2023 Recession, Inflation and Small Caps Go to Outlook June 2022 Portfolio Manager Ryan Thomes talks about Risk Management during his recent interview on Asset TV Go to Video