|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.