Quantitative Equity

US Small Cap Core

FACT SHEET

Investment Objective

Long-term Russell 2000* Index outperformance

Investment Approach

Actively managed, multi-factor strategy based on fundamental insights that systematically adapts to changing company growth rates and market conditions.

Key Features

  • US small-cap focus
  • Live track record since 2009
  • Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
  • Numerous active positions limit concentration risk
  • Highly experienced team provides portfolio oversight and makes continual model enhancements
Senior Portfolio Managers

Stephen Courtney

Portfolio Manager

Devang Gambhirwala

Portfolio Manager

Edward J. Lithgow

Portfolio Manager

There can be no guarantee that this objective will be achieved.
*Active Share is a measure of the percentage of stock holdings in a manager’s portfolio that differs from the benchmark index. 
^Our adaptive investment processes that have been designed to help investors navigate a wide variety of market environments for over 40 years. 

 

These materials are for informational or educational purposes only. All investments involve risks, including possible loss of principal. Past performance is not indicative of future results.

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