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Small Cap Value

Our Small Cap Value strategy seeks to identify undervalued smaller capitalization companies in industries with positive or improving fundamentals.

The universe of stocks includes those companies whose capitalizations typically range from $100 million to $4 billion. Risk controls include maintaining a weighted average market cap comparable to the Russell 2000® Value Index and to limit position sizes to 5% at time of purchase.

Our research team performs extensive bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation, and the ability to capitalize on improving industry fundamentals.