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 $900 Million 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 pdf | 360k