U.S. Small Cap Value

Summary

TARGET

Tracking Error 3% - 4% over a standard market cycle
Excess Return 2% - 3% over a standard market cycle

INVESTMENT TEAM

Jeff John, CFA

Ryan Cope, CFA

3 Investment Analysts

2 Client Portfolio Managers

Documents & Resources

 

U.S. Small Cap Value is a bottom-up, fundamental strategy that invests in leading businesses selling at a discount to fair value.

  • We believe that leading businesses selling at a discount to fair value have the potential to generate excess returns.
  • We focus on stocks offering a high probability of modest outperformance rather than a low probability of high outperformance.

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Sources: Frank Russell Co., 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.