It looks like JavaScript is disabled in your browser. Please enable JavaScript to view the full site.
	
			
			
				
											
							Style: 
							Small Cap Value						 
											
							Approach 
							Active; Bottom-Up 						 
											
							Benchmark 
							Russell 2000 Value Index 						 
									 
			 
		 
	
		
		
			
				Strategy Highlights 
Research Intensive  – Stock selection emphasizes well-managed but undervalued companies with positive business momentum and attractive valuationProprietary Screening  – Multi-factor screening tools help to identify mispriced securitiesFocus On Quality  – Aim to hold stocks for long term until value is recognized in market place 
			 
							
			
		 
	 
		
		
 
	
		This Website Uses Cookies 
		
			We use cookies to improve your experience on our website. To accept cookies click Accept & Close, or continue browsing as normal. For more information or to learn how to opt out of cookies, please see our cookie policy .
			Accept and Close  
		 
	 
 
	
						
					Latest Insight 
					
					Macro
					Global Strategist Bill Sterling takes us through how the US federal government shutdown may affect the economy and markets.
					Read Article  
				 
										
					Latest Market Commentary 
					
					Municipal Bond
					Fiscal conditions across state governments remain healthy as the sector heads into 2025. 
					Read Article