Small Cap Value Strategy

Disciplined and differentiated analytical approach to identifying undervalued investments

RHJ's Small Cap Value strategy’s investment philosophy is centered on investing in businesses with sustainable profitability, strong competitive moats, and sound capital allocation strategies, whose valuations imply overly pessimistic future profitability. Our investment universe consists of companies with market capitalizations between $250 million to $5 billion at the time of purchase.1

Facts

Inception Date: July 1, 2007
Benchmark: RUSSELL 2000 VALUE INDEX
Management: Co-Managed, Eric Fuhrman and Andrew Rothstein
Avg. Composition: 50-70 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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