Steven Rossi, CFA, FRM
Guan Wang, CFA
5 Investment Analysts
2 Client Portfolio Managers
U.S. Disciplined Small Cap Core utilizes a proprietary multi-factor quantitative model to construct a portfolio that invests in small-cap companies.
Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.
Sources: Standard & Poor's, FactSet
Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.
Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.
The Russell 2000® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.