• 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 valuation
  • Proprietary Screening – Multi-factor screening tools help to identify mispriced securities
  • Focus On Quality – Aim to hold stocks for long term until value is recognized in market place
RESOURCES

Portfolio Managers

Jeff-Whitney
Jeffrey O. Whitney, CFA
Partner, Portfolio Manager Daniel Miller Headshot
Daniel L. Miller, CFA
Partner, Director, Equities
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