Small/Mid-Cap Value Strategy : Overview

For organizations that would benefit from an investment strategy focused on small and medium-sized companies with undervalued stock at the time of purchase, this portfolio would be appropriate. With a focus on long-term capital appreciation, the strategy focuses on companies with a market cap of less than $10 billion.

We take a disciplined approach, only acting on opportunities that are in line with our core mission and reflect a careful balance of return and risk. We remain flexible, acting with the market. And we capitalize on mispriced assets to deliver real results.

Strategy Statistics

As of December 31, 2016
Total net assets (in millions) $279.9
Market cap mandate: This strategy invests in companies less than $10 billion at time of purchase
Status: Open to new investors
Minimum new account size: $10 Million
This strategy is also available as a mutual fund.