Down
CONTACT US
GENERAL INQUIRIES
EMPLOYMENT OPPORTUNITIES
MEDIA INQUIRIES
LOCATIONS & DIRECTIONS
Lock  CLIENT LOGIN
Reveal Social Media Links
Reveal Search Box
HomeArrow
Investment StrategiesArrow
Asset Class
Investment Approach
Asset ClassArrow
Fixed Income
Equity
Small/Mid Cap Value Equity

Small/Mid Cap Value Equity

Snapshot
Philosophy
People
Performance
Characteristics
Research
Videos
News
Investment Options

Team Introduction

Fundamental Equity Introduction Video

Key Stats

Strategy Profile
Inception Date
October 1, 1996
Strategy AUM ($M)
$ 0.3
Price/Earnings1
10.0
Avg. Market Cap. ($B)
7.7

Strategy Overview

The Small/Mid Cap Value Equity strategy seeks small- and mid-cap equity opportunities in sound businesses that are priced significantly below our estimation of intrinsic value. Rather than focus on traditional value factors, our process relies on multiple valuation methodologies to determine intrinsic value while also applying a margin of safety. We believe that such an approach, mirroring a private-buyer mindset, can preserve capital through improved downside protection and deliver attractive risk-adjusted returns over full market cycles.