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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 Microcap
Inception Date July 1992 June 2012
Client Benchmark Russell 2000 Value Russell Microcap Value
Current Assets (MM) $1.6 B $80 MM
Capacity $2.0 B $2.0 B
Universe Market Cap $0 to $5.0 B up to $750 MM
Weighted Avg. Market Cap $3.0 B $669 MM

Products SMID Cap Value
Inception Date April 2010
Client Benchmark Russell 2500 Value
Current Assets (MM) $926 MM
Capacity $3.0 B**
Universe Market Cap $1 B to $7.5 B
Weighted Avg. Market Cap $4.6 B

*Product capacity includes Small Cap Value and Microcap Products

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