Research Leveraged Across Our Products
Cardinal manages small, small-to-mid and mid cap value portfolios. All three share the same philosophy and investment process and are managed by the same team.
 |
|
|
Small Cap Value |
Best Ideas |
SMID Cap Value |
Mid Cap Value |
|
Inception Date |
|
January 2002
|
March 2010
|
January 2006
|
|
Client Benchmark |
Russell 2000 Value |
Russell 2500 Value |
Russell 2500 Value |
Russell Midcap Value |
|
Assets |
$732 MM |
$11 MM |
$251 MM |
$189 MM |
|
Capacity |
$1.3 B INCL. Best Ideas |
$1.3 B INCL. SCV |
$3 B |
$3 B |
|
Overlap |
- |
SCV/SMID: 78% |
SCV/SMID: 81% |
SCV/MID: 67% |
|
Universe Market Cap |
$0 to $5 B |
$350 M to $20 B |
$1.0 to $7.5B |
$1 B to $20 B |
|
Wgt Avg Market Cap |
$1.6 B |
$3.4 B |
$2.9 B |
$4.5 B |
|
Marketing Presentation
Marketing Presentation download pdf | 360k
