Our Small Cap Value strategy seeks to identify statistically undervalued smaller capitalization companies in industries with positive or improving fundamentals.

The universe of stocks includes those companies whose capitalizations typically range from $50 million to $1.5 billion. Risk controls include maintaining a weighted average market cap comparable to the Russell 2000® Value and to limit position sizes to 5% at cost.*

Our research team performs extensive bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation and the ability to capitalize on improving industry fundamentals.