Equity

Dynamic Small Cap Growth Equity Strategy

The strategy pursues long-term outperformance of the Russell 2000 Growth Index by seeking companies that exhibit both robust and sustainable growth.

Competitive advantages

Target

Targets consistent returns

The portfolio managers pursue a diversified approach, placing emphasis on consistency of returns within a strong risk management framework and centered on a proven sell discipline.

Team

Stable investment team

This is a seasoned investment team—senior portfolio managers have been working together continuously since 2008. 

The key decision-makers within the portfolio management team have an average of 24 years of investment experience.

Chart

Differentiated track record

Most strategies have investment track records of over 20 years, delivering significant alpha since inception. 

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Fund
0.84
10.40
10.40
9.17
-6.90
6.63
8.06
11.58
Benchmark
2.80
7.58
7.58
20.35
-2.68
7.38
7.89
8.04

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
4.24
-34.40
7.60
57.60
25.01
1.25
25.95
7.54
-2.99
-1.94
Benchmark
18.66
-26.36
2.83
34.63
28.48
-9.31
22.17
11.32
-1.38
5.60

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 seeks a style-pure dedication to growth, targeting consistency of returns and focusing on fundamental, bottom-up, all-cap research to identify businesses with sustainable growth.

Contact Us

We look forward to helping you with your investment needs