Small Cap Diversified Value
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 |
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Style Benchmark | Russell 2000 Value |
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Broad Benchmark | Russell 2000 |
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Strategy Assets (millions) | $1,422 |
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Number of Stocks | 350 – 400 |
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Typical Market Cap Range | $100 million to $4 billion |
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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.
