Home  >>  Investment Strategies  >>  Product Comparison

Research Leveraged Across Our Products

Cardinal manages micro, small and SMID cap portfolios. All three share the same philosophy and investment process and are managed by the same team.


Products Small Cap Value SMID Cap Value
Inception Date July 1992 May 2010
Benchmark Russell 2000 Value Index Russell 2500 Value Index
Universe Market Cap $0 to $5.0B $1.0B - $7.5B
Capacity $2.0B - $2.5B $4.0B