Small Cap Core
Focus
A U.S. small-cap equity strategy that employs fundamental research to identify companies with superior execution, strong value creation potential and a compelling risk/reward profile.
Investment Approach
The strategy employs in-depth fundamental research to identify companies that demonstrate superior execution and that have strong value creation potential and a compelling risk/reward profile.
Risk Management
Security Level
- Seek to manage risk by limiting position sizes to 3% active weight at purchase; maximum position size of 4% active weight
- Constant monitoring and discussion to identify non-quantifiable risk
Strategy Level
- Seek a well-balanced portfolio by limiting sector weights to /- 6% of benchmark
- Barra Risk Model – monthly portfolio evaluation (60 risk factors)
Firm Level: Independent Risk Management Team
- Performs comprehensive portfolio reviews with investment team and senior management
- Monitors individual security holdings across the entire firm
Available Vehicles
Mutual Funds
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