A roller coaster ride is the best way to describe return correlations amongst U.S. small-cap stocks in the aftermath of...
U.S. Small-Cap Equity
Our U.S. Small Cap Equity strategy primarily invests in small-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 2000 Index1. This diversified strategy is primarily designed for retirement, retail, and asset allocation platforms.
Like all our active equity strategies, we seek companies that are demonstrating positive fundamental change, with exploitable expectations gap, at attractive relative valuations. As we include elements of growth and value in our investment approach, portfolio profiles typically reflect a compelling simultaneous combination of growth and value characteristics relative to a core benchmark.
1In a separate account structure, the flexibility of our investment process allows us to manage the strategy to client-specified benchmark and guidelines.
Key points discussed during this quarter's U.S. Equities Market Recap include: