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

Team

Active approach

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

Quality

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.

Brand Idea

Continuous innovation

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

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Composite (Gross)
3.32
7.24
7.24
26.32
6.48
11.08
9.20
10.05
Composite (Net)
3.28
7.12
7.12
25.76
6.00
10.56
8.67
9.40
Benchmark
3.58
5.18
5.18
19.71
-0.10
8.10
7.58
7.96

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 Add Minus

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund
20.56
-15.54
23.87
11.78
22.42
-15.11
13.46
19.50
-0.64
11.54
Benchmark
16.93
-20.44
14.82
19.96
25.52
-11.01
14.65
21.31
-4.41
4.89

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.

Contact Us

We look forward to helping you with your investment needs