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Investment Strategies

Cardinal Capital Investment Strategies

U.S. Small Cap Value Equity

Focus on investing in companies with market capitalizations within the range of the Russell 2000 Index

U.S. SMID Cap Value Equity

Focus on investing in companies with market capitalizations above $1 billion and within the range of the Russell 2500 Index

Research Leveraged Across Our Products

  • Separately Managed Accounts
  • Mutual Fund, CCMSX
  • Collective Investment Trust (CIT)
  • Unified Managed Accounts/Model Delivery

Cardinal manages small cap and SMID cap portfolios.  Both strategies share the same philosophy and investment process and are managed by the same team.

Strategy assets in millions
As of June 30, 2023