Strategy

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
Status: Open

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.

Where you can find us

3340 Peachtree Road, Suite 1800 | Atlanta, GA 30326