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Small Cap Core Equity

Objective
  • Strong risk adjusted returns over a full market cycle regardless of market environment
Philosophy
  • Bottom-up, fundamental stock research
  • Disciplined Stock Selection: Seek to identify high-quality stocks that exhibit a specific set of financial characteristics with steady and consistent growth over a multi-year time frame
  • Low Turnover: Long-term investment horizon results in a deeper understanding of a company’s business strategy and market positioning, allowing us to capitalize on short-term stock volatility, trade around existing positions, and potentially generate favorable upside/downside capture
  • Conviction-Weighted Approach: Conviction weighting such that the top ten names typically represent greater than 20% of the portfolio
Benchmark

Russell 2000® Index

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ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
Marc Shapiro
Marc Shapiro
Partner
Senior Portfolio Manager,
Core Equity Strategies
Kyle Kavanaugh
Kyle Kavanaugh
Partner
Associate Portfolio Manager -
Small Cap Core Equity;
Research, Core Equity Strategies
Dawn Brock
Dawn Brock
Partner
Research, Core Equity Strategies
Garo Norian, CFA
Garo Norian, CFA
Partner
Research, Core Equity Strategies

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