Small Cap Value

The Value Equity team believes the small- and mid-capitalization markets are less efficient. The strategy's philosophy is to invest in undervalued, underfollowed companies with an unrecognized positive dynamic for change. The team believes investing in companies that have a modest valuation will limit downside risk while providing the opportunity for significant portfolio outperformance. The strategy's portfolio construction is designed to feature individual security selection with a long-term and low turnover focus.

Strategy details

About the team

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