Equity

A Strategy that Combines a Systematic Quantitative Approach with Traditional Fundamental Analysis

• Small Cap Value
• Midcap Value
• Small/Mid Cap Value

We believe four key elements distinguish our approach and create a high likelihood of success in the future:

Philosophy: Our philosophy reflects our belief that attractive returns can be achieved over a full market cycle, within the small and midcap domestic equity universes, by combining a systematic quantitative approach with traditional fundamental analysis. Our goal is to produce competitive returns within these universes over a full market cycle. Simply put, our process focuses on the identification of value and the ability to purchase it at a reasonable price.

Process: Our systematic process utilizes a proprietary valuation model to identify and rank companies by their current and future values. We then employ fundamental analysis to verify the rankings derived from the quantitative screening and construct a diversified portfolio from the most attractive candidates. This is a process that generates alpha through stock selection, not market timing or sector rotation.

Performance: The consistent implementation of this process has resulted in competitive returns on both an absolute and relative basis over time.

People: There has been a consistent team implementing this investment approach throughout its 25-year history. This experienced team is committed to the investment process and exceeding our clients' and their consultants' expectations.

In summary, we believe that a consistent team, adhering to a well-tested investment approach that has produced value-added results, differentiates this strategy from those of other investment managers.

View our Equity Portfolio Management Team