Equity

Essential Small Cap Value Equity Strategy

The strategy pursues long-term outperformance of the Russell 2000® Value Index by investing in small public companies whose current stock price does not accurately reflect intrinsic value. 

Competitive advantages

Partnership

Collaboration, not consensus

This stable, seasoned team encourages skepticism and limits group think and input from Wall Street to build a differentiated, alpha-driving portfolio.

Point One

Unique approach to stock selection

This team is bottom-up, fundamentals-driven, and true small-cap-value focused. At purchase, companies belong to one or more of four categories: N-O-T-E.

Regulations

Robust risk control implementation

Risk management is viewed as not just a sequential step, but a vital, all-encompassing aspect of the investment process.

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 12/31/2023)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Fund
11.70
14.01
15.37
15.37
11.51
11.40
7.81
12.53
Benchmark
12.45
15.26
14.65
14.65
7.94
10.00
6.76
10.08

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
15.37
-12.00
36.58
1.44
21.96
-16.85
11.25
29.27
-4.26
8.02
Benchmark
14.65
-14.48
28.27
4.63
22.39
-12.86
7.84
31.74
-7.47
4.22

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

A contrarian philosophy helps clients find value away from the crowd by investigating overlooked and underappreciated securities for alpha-driving opportunities.

Contact Us

We look forward to helping you with your investment needs