• Skip to main content
  • Skip to footer

Rice Hall James & Associates

celebrating more than 45 years of investment excellence

  • Firm
  • Team
  • Strategies
  • Mutual Funds
  • Contact

View Strategies

  • Overview
  • Micro Cap Equity
  • Small Cap Equity
  • Micro Cap Opportunities
  • Small Cap Opportunities
  • SMID Cap Opportunities
  • Small Cap Value
  • International Small Cap

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 $8 billion at the time of purchase.1

FACTS

Inception Date: JULY 1, 2007
Benchmark: RUSSELL 2000 VALUE INDEX
Management: ANDREW ROTHSTEIN
Avg. Composition: 50-70 STOCKS
Fact Sheet

1 The selection universe is tied to the capitalization range of the Russell 2000® Index each year at the time of 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.

Please refer to additional important disclosures by clicking "Legal" in the bottom section of the page, or by CLICKING HERE.

Footer

  • Legal
  • ADV Part 2A
  • Form CRS
  • Privacy Policy
  • Site Map
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
ACCEPTREJECT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT