U.S. Small-Cap Select Equity

Overview

 

Our U.S. Small Cap Select 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.

 

Like all our active equity strategies, we seek companies that are demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations. As we include elements of growth and value in our investment approach, resulting portfolio profiles 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. 

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