Small Cap Diversified Value

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 06/30/2021
Asset ClassSmall Cap Value Equity
VehiclesSeparate Account | CIT | Mutual Fund
Style BenchmarkRussell 2000 Value
Strategy Assets (millions)$2,318
Number of Stocks350 - 400
Typical Market Cap Range$100 million to $4 billion

Portfolio Managers

Judd Peters, CFA
21 Years with H&W 24 Years of Industry Experience
Ryan Thomes, CFA
13 Years with H&W 19 Years of Industry Experience