Small Cap Value


Strategy Summary

  • Style: Small Cap Value
  • Approach: Active; Bottom-Up
  • Benchmark: Russell 2000 Value Index
  • Inception: 7/1/2012
  • Strategy Assets: $27 MM as of 6/30/19

Investment Philosophy

We believe quality small cap companies trading at low valuation levels may offer attractive opportunities for stock price appreciation over time. Given the tendency of money managers to focus on short-term fundamentals and stock price performance, a company's underlying value is often overlooked and not recognized by the market.