US Small Mid Cap Opportunistic Equity

The US Small Mid Cap Opportunistic Equity strategy features a high conviction, less constrained investment approach that seeks attractive excess returns over the long-term. We seek to invest in equities priced at a large discount to intrinsic value with fundamental strengths that will likely be recognized in the next one to three years. Capital allocation seeks to exploit a dissonance between market sentiment and fundamental reality, often as a result of sudden or pronounced price dislocations that generate a favorable risk/reward ratio. We have assembled a next-generation investment team to succeed in a new era of active management when deep field research is reinforced by sophisticated macro and risk analysis in an effort to drive alpha.