Redefining the Investment Landscape

Value Opportunity

Small Cap

This is a small cap core value product for clients seeking consistent style exposure and moderate risk. This portfolio has 55-70 holdings with a tracking error targeted to range from 4-6%. The Value Opportunity product is benchmarked against the Russell 2000 index and actively manages exposure to the entire spectrum of small cap stocks. The average market cap range of the Value Opportunity portfolio is $1 billion or less.

Characteristics

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Performance

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