Multi-Cap Value Strategy : Overview

The multi-cap value strategy is flexible enough to invest in companies of any market capitalization in order to take advantage of opportunities as they arise. In addition to investing in companies of all sizes, this concentrated strategy is designed to seek long-term growth and gives the research and portfolio management teams additional latitude to seek opportunities throughout the market to provide the best overall returns.

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

Strategy Statistics

As of September 30, 2019
Total net assets (in millions) $604.2
Market cap mandate: This strategy may invest in companies of all sizes
Status: Open to new investors
Minimum new account size: $10 Million
This strategy is also available as a mutual fund.