Quantitative Equity

US Small Cap Equity

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Investment Objective*

Long-term Russell 2000® Index outperformance

 

Investment Approach

Actively managed, multi-factor strategy based on fundamental insights that systematically adapts to changing company growth rates and market conditions.

 

Key Features

  • US small-cap focus
  • Live track record since 2009
  • Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
  • 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 processes that have been designed to help investors navigate a wide variety of market environments for over 40 years.