Separately Managed Accounts

Small Cap Growth

Advisory Research provides access to institutional-caliber investment management with specialized expertise in targeted asset classes. 

We offer a wide range of strategies across the asset spectrum, paying close attention to downside protection and the pursuit of attractive risk-adjusted returns.

Investment Strategy

The Small Cap Growth strategy seeks to provide long-term capital appreciation and performance superior to that of its benchmark, the Russell 2000 Growth Index, by investing primarily in small cap companies that are experiencing or are positioned to experience above-average earnings growth.

Key Facts

Market Cap Range: Generally within the range of the Russell 2000 Growth Index
Inception Date: January 1, 2000
Investment Vehicles: Separately Managed Account

Return to separately managed accounts