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Small Cap Value Equity

Mission is to generate superior risk-adjusted long-term returns by investing in companies with market capitalizations of $0 to $5 billion and primarily in the $300 million to $2 billion range.

 

Assets Under Management $1,175 MM
Inception July 1, 1992
Universe Market Cap $0 to $5 B
Hurdle Rate 20%
Position Size (at Cost) 1% to 4%
Number of Holdings 50 to 65

 

 

 

 

Marketing Presentation

Marketing Presentation  download ppt | 793k