Institutional Small Cap Growth Strategy

Investment Objective

The Small Cap Growth strategy seeks long-term growth of capital.

Benchmark

Russell 2000 Growth Index

Investment Philosophy

The co-portfolio managers believe that small cap stock prices may vary significantly from fair value, in the short run, due to an imperfect flow of information and the mis-pricing of risk in the market. Through fundamental analysis and stock selection they believe they can identify companies with superior prospects for capital appreciation.

Investment Process

Define Small Capitalization Growth Stock Universe
Fundamental Security Analysis
Portfolio Construction and Risk Management
Monitor, Review and Sell

Key Strengths

A co-portfolio management team averaging 19 years of investment industry experience
A fundamental, stock-picking approach that views investing in terms of long-term ownership of companies with multi-year growth prospects, while seeking to exploit price volatility, data deluge and illiquidity.
An investment process that seeks to mitigate risk through rigorous analysis by issuer, sector weights vis-a-vis the index and position size

Related Resources

Fact Sheet (49 K)

PM Commentary (41 K)

Investment Management

Jeffrey Russell, CFA

Managing Director, Senior Portfolio Manager

29 years of investment industry experience

See Jeffrey Russell, CFA's Profile

Aram Green

Managing Director, Portfolio Manager

9 years of investment industry experience

See Aram Green's Profile

Watch Video

Jeff and Aram discuss the Small Cap Growth Strategy's core investment philosophy.

All investments are subject to risk, including the possible loss of principal. Past performance is not indicative of future results.

There is no guarantee investment objectives will be met.