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 12/31/2021
Asset ClassSmall Cap Value Equity
VehiclesSeparate Account | CIT | Mutual Fund
Style BenchmarkRussell 2000 Value
Strategy Assets (millions)$2,381
Number of Stocks350 - 400
Typical Market Cap Range$100 million to $4 billion
StatusOpen

Portfolio Managers

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

Index definitions

Glossary of financial terms

More Insights

May 2021 Portfolio Manager Ryan Thomes Highlights the Opportunity for Small Cap Value Stocks Go to Webinar August 2020 2020 Update – A Systematic Advantage in Small & Micro Caps Not all small cap strategies are the same. See how H&W Small Cap Diversified Value delivers a distinct solution. Go to Newsletter January 2020 Judd Peters Featured on Gaining Perspective Podcast Hear what Portfolio Manager Judd Peters has to say about how Small Cap Diversified Value finds opportunities in small- and micro-cap stocks. Go to Podcast