SMALL CAP VALUE
Our Small Cap Value product is designed to identify high quality, attractively valued companies that have a market capitalization generally between $100 million and $2 billion. Through our fundamental, bottom up investment process, we seek to identify those stocks that:
- Currently trade at attractive valuation multiples
- Have solid underlying business fundamentals
- Have "catalysts" that will likely drive both the company's financial prospects and its stock price
The Investment Team completes a thorough review of every investment candidate by reviewing the company's financial statements, assessing the company's business strategy and industry competitiveness, interviewing senior management, and reviewing available Wall Street research.
Portfolio construction is bottom-up. Portfolios typically hold between 40 and 50 positions, with our largest weighting focused on our "highest conviction" names. A stock is sold when: 1) there is a change to our investment thesis; 2) when the security is considered to be fully valued; or 3) a more attractive investment is identified.
Our Small Cap Value product is managed by a dedicated team of portfolio managers and analysts.