|Strategy Name:||Small Cap US Value|
|Inception Date:||April 8, 2016|
|Benchmark:||Russell 2000 Value Index|
|Portfolio Manager:||J. Keith Buchanan, CFA|
|# of Holdings:||40 – 70|
The investment philosophy behind the Small Cap US Value strategy rests on the notion that true value is defined by companies that trade at a significant discount to what their underlying fundamentals merit. The goal of the product is to outperform the Russell 2000 Value Index over a market cycle (3-5 years) with an indiscriminate emphasis on quality and liquidity in a portfolio that is fully invested (7% or less cash) at all times.
We embrace the perspective of an investor who is pursuing the entirety of the business. We approach assessing the risks with the same vigor that we use in assessing the potential opportunity. We pride ourselves in being independent thinkers and appreciate the contrarian path we often take as a result.
Meet our Team
Kenneth R. JacksonChief Executive Officer | Principal
Kenneth Jackson founded Invictus Capital Investors in 2017 and has over twenty-two years of investment experience. Kenneth is responsible for the strategic vision of Invictus and is heavily involved in the marketing and distribution effort.
J. Keith Buchanan, CFAChief Investment Officer | Principal
Keith Buchanan founded Invictus Capital Investors in 2017 and has over thirteen years of investment experience. Keith is responsible for the investment vision at Invictus and manages the investment strategies.