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
Recognition
Small Cap Value 1 Year Small-Mid Value Universe
Small Cap Value 3 Year Small-Mid Value Universe
On 8/26/26 SBH Small Cap Value strategy was awarded the Zephyr PSN Top Guns 1 year and 3 year Small Mid Value Universe award for the 3-month period ending 6/30/26. You can find more information about the PSN Top Guns Award here.
PSN Top Guns Award, 1 Year Category Criteria (Small Cap Value): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the last one year period.
PSN Top Guns Award, 3 Year Category Criteria (Small Cap Value): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the three year period.
CI SBH Asset Management did not pay to participate in the PSN Top Guns Awards and had no influence over the selection process. The firm does pay fees in connection with the use or promotion of award results. The firm separately subscribes to PSN/Zephyr analytics for certain strategies.
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All opinions expressed in this material are solely the opinions of CI SBH Asset Management. You should not treat any opinion expressed as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of the manager’s opinions. The opinions expressed are based upon information the manager considers reliable, but completeness or accuracy is not warranted, and it should not be relied upon as such. Market conditions are subject to change at any time, and no forecast can be guaranteed. Any and all information perceived from this material does not constitute financial, legal, tax or other professional advice and is not intended as a substitute for consultation with a qualified professional. The manager’s statements and opinions are subject to change without notice, and CI SBH Asset Management is not under any obligation to update or correct any information provided in this material.
