STRATEGIES
A CULTURE ANCHORED IN ACTIVE MANAGEMENT
Our core competency is crafting portfolios that invest in micro to mid-size companies, and our culture allows each unique, experienced team to employ distinct investment strategies rooted in a research-driven approach to generating alpha. Through our investment process, we strive for early recognition of undervalued or undiscovered stocks and seek to optimize appreciation within a framework of disciplined risk control.
| STRATEGY | MARKET CAPITALIZATION RANGE | SEPARATE ACCOUNT |
|---|---|---|
| MICRO CAP EQUITY | $50 million to $1 billion1 | Open |
| SMALL CAP EQUITY | $250 million to $5 billion1 | Open |
| SMID CAP EQUITY | $1.5 billion to $12 billion1 | Open |
| MICRO CAP OPPORTUNITIES | $1.5 billion and below2 | Open |
| SMALL CAP OPPORTUNITIES | $100 million to $5.5 billion2 | Closed |
| SMID CAP OPPORTUNITIES | $250 million to $14 billion2 | Open |
| SMALL CAP VALUE | $250 million to $5 billion3 | Open |
| INTERNATIONAL SMALL CAP | $30 million to $8.5 billion4 | Open |
1 Selection universe is tied to the capitalization range of the Russell Microcap®, Russell 2000®, and Russell 2500™ indices, respectively, each year at time of reconstitution.
2 Selection universe is re-evaluated each year at the time of reconstitution of the Russell Microcap® Growth, Russell 2000® Growth and Russell 2500® Growth indices, respectively.
3 Selection universe is tied to the capitalization range of the Russell 2000® index, each year at time of reconstitution.
4 Selection universe is tied to the capitalization range of the MSCI EAFE Small Cap Index and can change each May and November with MSCI’s semi-annual reconstitution.
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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