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Small/Mid Cap Value Equity

Small/Mid Cap Value Equity

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Team Introduction

Fundamental Equity Introduction Video

Key Stats

Strategy Profile
Inception Date
October 1, 1996
Strategy AUM ($M)
$ 1.1
Price/Earnings1
11.3
Avg. Market Cap. ($B)
6.5

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.