The strategy seeks to achieve long-term capital appreciation.
Strategy Description
Our Small Cap Growth portfolio utilizes a growth investment strategy and consists of companies with a market capitalization that does not typically exceed the largest market capitalization company in the Russell 2000® Growth Index. We seek companies that are industry leaders and disruptors, with durable competitive advantages and multi-year growth opportunities. We integrate Environmental, Social and Governance factors into our fundamental research process.
Approach
1Sharpe Ratio: Risk return metric calculated by subtracting the risk-free rate from the return of the portfolio and dividing that result by the standard deviation of the portfolio’s excess return. Information Ratio: A measurement of portfolio returns beyond the returns of a benchmark, usually an index, compared to the volatility of those returns.
2Based on risk return metrics for the top 3 deciles of growth/volatility in the small cap universe 1/1/1992-12/31/2020.
Small Cap Growth Team
Equity Trading
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Investment Vehicles
Small Cap Growth strategy facts
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