Strategies

A CULTURE ANCHORED IN ACTIVE MANAGEMENT

Our core competency is crafting portfolios that invest in micro to mid-size companies, and our culture allows each unique, experienced team to employ distinct investment strategies rooted in a research-driven approach to generating alpha. Through our investment process, we strive for early recognition of undervalued or undiscovered stocks and seek to optimize appreciation within a framework of disciplined risk control.

Strategy Market Capitalization Range Market Cap Range Separate Account
Micro Cap Equity $50 million to $1 billion1 Open
Small Cap Equity $250 million to $5 billion1 Open
SMID Cap Equity $1.5 billion to $12 billion1 Open
Micro Cap Opportunities Micro Cap Opp $1.4 billion and below2 Open
Small Cap Opportunities Small Cap Opp $100 million to $5.5 billion2 Closed
SMID Cap Opportunities SMID Cap Opp $250 million to $14 billion2 Open
Small Cap Value Small Cap Value $250 million to $5 billion3 Open
International Small Cap International Small Cap $30 million to $8.5 billion4 Open

1 Selection universe is tied to the capitalization range of the Russell Microcap®, Russell 2000®, and Russell 2500 indices, respectively, each year at time of reconstitution.

2 Selection universe is re-evaluated each year at the time of reconstitution of the Russell Microcap® Growth, Russell 2000® Growth and Russell 2500® Growth indices, respectively.

3 Selection universe is tied to the capitalization range of the Russell 2000® index, each year at time of reconstitution.

4 Selection universe is tied to the capitalization range of the MSCI EAFE Small Cap Index and can change each May and November with MSCI’s semi-annual reconstitution.

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All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

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