Equity

Disciplined Small Cap Equity Strategy

The strategy pursues long-term capital appreciation and aims to deliver positive excess returns relative to the Russell 2000 Index® by using a disciplined "active quant" approach that combines systematic quantitative modeling with qualitative validation.

Competitive advantages

Active approach

The team’s active approach to systematic factor-based investing aims to generate alpha for their clients superior to passive approaches.

Cutting-edge but transparent portfolios

Clients benefit from the latest cutting-edge techniques with full transparency into the drivers of risk and return in their portfolios.

Continuous innovation

While founded on decades of research, continuous innovation is core to the team’s fundamental beliefs.

Investment approach

An active approach to systematic factor-based investing

Blending fundamentals with quantitative precision

The team employs a combination of quantitative modeling and fundamental analysis to identify companies with the potential to outperform.

Dynamic approach to factor selection

Using a proprietary multifactor alpha model, the team ranks stocks based on value, quality, and momentum. This model forms the foundation for systematic stock selection.

Qualitative research ensures thorough vetting

A qualitative overlay evaluates elements like management strength, industry positioning, and risk profiles, uncovering insights not easily captured by models. This ensures each stock’s investment merit is thoroughly vetted.

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Composite performance

Average annual returns

Average annual returns

(as of 6/30/2025)
1/1/2008
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Composite (Gross)
5.98
10.55
2.17
7.36
13.68
14.42
7.88
9.61
Composite (Net)
5.94
10.42
1.94
6.87
13.17
13.90
7.37
8.98
Benchmark
5.44
8.50
-1.79
7.68
10.00
10.04
7.12
7.62

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Calendar year

Calendar year

2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Composite (Gross)
10.48
21.10
-15.30
24.43
12.34
23.03
-14.68
14.02
20.12
-0.15
Composite (Net)
9.98
20.56
-15.69
23.87
11.78
22.42
-15.11
13.46
19.50
-0.64
Benchmark
11.54
16.93
-20.44
14.82
19.96
25.52
-11.01
14.65
21.31
-4.41

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Our team
Meet the investment team

The team believes company returns are predictable based on quantitative factors. They seek to systematically harvest these factors to generate alpha for their clients.

View Team
Justin

Justin Carr

Portfolio Manager
Robert

Robert Wicentowski

Portfolio Manager

Key risks

Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.

Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions.

Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies.

Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.

Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.

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We look forward to helping you with your investment needs

 

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