Small Cap Value

Strategy Description

A concentrated portfolio that targets undervalued small cap stocks that are out of favor and often underfollowed by Wall Street research. The strategy leverages the seasoned judgment of our experienced research team. Seeking smaller companies with strong balance sheets and attractive assets, the strategy looks to outperform the Russell 2000 Value Index over a full market cycle.

Strategy Facts

As of 03/31/2024
Asset ClassSmall Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 2000 Value
Strategy Assets (millions)$2,295
Number of Stocks50 - 80
Typical Market Cap Range$100 million to $4 billion

Portfolio Managers

Jim Miles

28 Years with H&W 35 Years of Industry Experience

David Green, CFA

26 Years with H&W 33 Years of Industry Experience