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SMID Cap Value Equity

 

Assets Under Management $611 MM
Inception April 1, 2010
Universe Market Cap $1.0 B to $7.5 B
Hurdle Rate 20%
Position Size (at Cost) 1% to 5%
Number of Holdings 45 to 55

 

Select 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 $17 MM
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 ppt | 793k