Small Cap Diversified Value

Strategy & Objective

Strategy Description
The Small Cap Diversified Value strategy has a successful track record dating back more than 14 years.  The strategy blends a sophisticated model to exploit valuation anomalies with fundamental reviews by our experienced research team.  In a capacity-constrained asset class, the strategy addresses liquidity limitations while leveraging the fundamental knowledge base of an experienced research group.  The portfolio provides consistent, diversified exposure to approximately 350-400 small cap value stocks.

What to Expect

  • Diversified exposure to small capitalization, undervalued U.S. equities
  • Valuation metrics at a discount to the market
  • Attractive risk/return opportunities identified by our model and reviewed by our 22-person experienced research team

Read more about the small cap diversified value strategy


As of 9/30/2019

Asset Class Small Cap Value Equity
Style Benchmark Russell 2000 Value
Broad Benchmark Russell 2000
Strategy Assets (millions) $1,422
Number of Stocks 350 – 400
Typical Market Cap Range $100 million to $4 billion
Status Open to new investors

Investment Team
We employ a team approach to investing. As such, our clients benefit from the input and contribution of every member of our 22-person investment team.