angle-left null US Small Cap Value Equity

US Small Cap Value Equity

Active Equity US
  • Benchmark Russell 2000® Value Index
  • Inception Date February 1999

Portfolio Managers

Strategy Overview

The US Small Cap Value Equity strategy focuses on identifying companies with compelling combinations of solid business franchises, attractive valuations and catalysts for change. The best potential opportunities uncovered by our research are selected for the portfolio, which is diversified both by individual security and economic sector. Individual portfolio holdings are weighted based on the upside/downside opportunity, market liquidity and the strategy's internal risk control parameters.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.