Institutional Small Cap Value Strategy

Investment Objective

The Small Cap Value team seeks long-term capital appreciation by investing in small-capitalization stocks representing several industries and market sectors that are selling at attractive valuations. The team aims to outperform the Russell 2000 Value Index over a full market cycle.

Benchmark

Russell 2000 Value Index

Investment Philosophy

The investment team believes a carefully executed portfolio of small companies with attractive valuations, returns on investment exceeding cost of capital and strong free cash flow generation can potentially deliver strong long-term returns to investors.

Investment Process

Quantitative Screening
Technical Analysis
Fundamental Research
Portfolio Construction
Review Process

Key Strengths

Portfolios are co-managed by Peter Hable and John Goode, senior investment professionals averaging 34 years of industry experience
A process that incorporates deep fundamental research, rigorous technical analysis, a high degree of sensitivity to event risk

Related Resources

Fact Sheet (52 K)

PM Commentary (36 K)

Investment Management

John Goode

Managing Director, Senior Portfolio Manager

41 years of investment industry experience, all with the firm

See John Goode's Profile

Peter Hable

Managing Director, Senior Portfolio Manager

27 years investment industry experience

See Peter Hable's Profile

Watch Video

Peter Hable discusses the Small Cap Value 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.