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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
Managing Director,
Senior Portfolio Manager
Kyle Kavanaugh
Kyle Kavanaugh
Associate Portfolio Manager
Small Cap Core Equity
Senior Vice President of Research
Dawn Brock
Dawn Brock
Senior Vice President, Research
Garo Norian, CFA
Garo Norian, CFA
Senior Vice President, Research

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