Investment Objective*
Long-term Russell 2000® Value Index outperformance
Investment Approach
Actively managed, multi-factor strategy based on fundamental insights designed to capture the payoff to deep-value companies.
Key Features
- US small-cap, deep-value focus
- Live track record since 2007
- Dynamic factor weighting positions portfolio for payoff to value in different market conditions
- Unwavering focus on value diminishes style drift
- Numerous active positions limit concentration risk
- Highly experienced team provides portfolio oversight and makes continual model enhancements
* There can be no guarantee that this objective will be achieved.
Our adaptive investment strategies have helped investors navigate a wide variety of market environments for over 50 years.
