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.
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.
Please refer to additional important disclosures by clicking "Legal" in the bottom section of the page, or by clicking here.