The strategy seeks to achieve long-term capital appreciation.
Strategy Description
Our Small Cap Value strategy utilizes a value investment approach and consists of companies with market capitalizations that do not typically exceed the largest market capitalization company in the Russell 2000® Value Index. The strategy typically holds between 70 to 85 securities diversified across industries and generates moderate turnover. We integrate Environmental, Social and Governance factors into our fundamental research process.
Approach
1Represents performance of Russell 2000 companies ranked in the top two quintiles for highest in terms of ROIC. Source: Furey Research Partners, FactSet. As of 3.31.22.
Small Cap Team
Equity Trading
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Investment Vehicles
Small Cap Value strategy facts
Insights
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