Small/Mid Cap Value
The Small/Mid Cap Value strategy seeks to provide superior risk-adjusted performance and measured downside risk by investing primarily in equity securities within the market capitalization range of the Russell 2500 Value Index at the time of purchase. The portfolio is diversified across 35-50 holdings. Portfolio turnover generally ranges between 30-40% annually.
As fundamental investors with a long-term perspective, we seek undervalued companies with financial strength and durable business models. Our bottom-up security selection process allows us to thoroughly assess company-specific risk and long-term upside potential.
|Market Cap Range:||Generally within the range of the Russell 2500 Value Index at the time of purchase|
|Inception Date:||July 1, 2000|
|Investment Vehicles:||Separately Managed Acount|