Small-to-Mid Cap Value Equity

Mission is to generate superior risk-adjusted long-term returns by investing in companies with market capitalizations of $350 million to $20 billion and primarily in the $750 million to $4 billion range.

Assets Under Management $205 Million Inception July 1, 2002 Universe Market Cap $350 M to $20 B Hurdle Rate 15% to 20% Position Size (at Cost) 1% to 5% Number of Holdings 45 to 60

Marketing Presentation

Marketing Presentation  download pdf | 360k