angle-left null US Small Mid Cap Opportunistic Value Equity

US Small Mid Cap Opportunistic Value Equity

Active Equity US
  • Benchmark Russell 2500™ Index
  • Inception Date October 1996

Strategy Overview

The US Small Mid Cap Opportunistic Value 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.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.