Table of Contents
Long-term Russell 2500® Index outperformance
Actively managed, multi-factor strategy based on fundamental insights that systematically adapts to changing company growth rates and market conditions.
- US small/mid-cap focus
- Live track record since 2018
- Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
- Numerous active positions limit concentration risk
- Highly experienced team provides portfolio oversight and makes continual model enhancements
* There can be no guarantee that this objective will be achieved.