| VALUE OPPORTUNITY |
| Number of Holdings |
60-70 Stocks |
| Tracking Error Range |
6 - 8% vs.
Russell 2000 |
| Macro Sector Range |
±5% pts. of
Russell 2000 |
| Economic Sector Range |
±7% pts. of
Russell 2000 |
| Weighted Average Market Cap Range |
50% of the
Russell 2000 |
| Price/Earnings Range |
Between
RU2000 P/E and RU2000V P/E |
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Value Opportunity is a small cap core value product for clients seeking consistent style exposure and moderate risk. This portfolio has 60-70 holdings, with a tracking error targeted to range from 6-8%. 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 currently $1 billion or less.
Portfolio Manager:
Dawn Alston Paige, CFA
Director of Fundamental Research
- Vice President, Portfolio Manager of Core Opportunity and Value Opportunity products
- MBA, University of Michigan - Finance & Accounting
- BS, Virginia Commonwealth University - Mass Communications
- 11 Years of Experience - Equity Portfolio Management, Security Analysis
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