Small Cap Equity Strategy

Capitalize on smaller, growing, undervalued companies, which may offer higher return potential

RHJ's Small Cap Equity strategy seeks to uncover and capitalize on smaller, growing, undervalued companies that offer higher return potential, while adhering to disciplined risk controls. The Small Cap portfolio is comprised of reasonably priced, less visible companies with unique business concepts or niche products that are ripe for growth. Bottom-up, fundamental stock selection process singles out companies with a market capitalization ranging between $250 million to $5 billion.1

Facts

Inception Date: January 1, 1993
Benchmarks: Russell 2000 Growth Index
Russell 2000 Index
Management: Team-Managed
Avg. Composition: 40-55 Stocks

1 The selection universe is tied to the capitalization range of the Russell 2000® Index each year at the time of 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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