Small Cap Opportunities Strategy

Alpha potential derived from long-term focus and informational edge

RHJ's Small Cap Opportunities strategy employs a fundamental, bottom-up analytical process to find companies that have three primary characteristics: high earnings growth, high or improving return-on-invested capital, and sustainable competitive advantages. Our philosophy is rooted in our historical analysis that shows highest relative returns are achieved by owning companies that not only exhibit earnings growth, but also can sustainably generate high return-on-investment for long periods of time. Our investment universe consists of companies with market capitalizations between $100 million to $5.5 billion at the time of purchase.2

Facts

Inception Date: October 10, 1994
Benchmarks: Russell 2000 Growth Index
Management: Co-Managed, Lou Holtz and Yossi Lipsker
Avg. Composition: 50-70 stocks

1 The selection universe consists of companies with market capitalizations between $100 million to $5.5 billion. This range is re-evaluated each year at the time of reconstitution of the Russell 2000® Growth Index.

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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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