Equities

Investment Goal

Over a full market investment cycle, we strive to generate more than 200 basis points of annualized alpha with approximately 80-90% of the risk of the market, where market risk is defined as standard deviation, beta or downside capture.

Our Approach

We believe the key to generating consistent investment returns is the selection of investment opportunities that possess attractive valuations and demonstrate identifiable catalysts that are expected to generate accelerated earnings and cash flow growth.
Equity Strategies

Related Strategies

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Strategies Attributes Inception Date Fact Sheet
Small Cap Value Focuses on small cap companies with relative valuation discounts and visible catalysts. 10/1/2003 Small Cap Value Strategy Profile (PDF)
Small-Mid Cap Value Focuses on small-mid cap companies with relative valuation discounts and visible catalysts. 5/1/2010 Small -Mid Cap Vale Strategy Profile (PDF)
Small Cap Core Focuses on small cap companies with growth catalysts at moderate valuations. 4/1/2019 Small Cap Core Strategy Profile (PDF)
Global Leadership Team

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1 This strategy was acquired from Mesirow Institutional Investment Management, Inc. on February 28, 2025. Strategy assets under management will not be shown on our website until we post our June 30, 2025 assets under management as we only plan on reporting assets under management on a quarterly basis.

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All investments involve risk. The value of your investments can go down as well as up, so you could get back less than you invested.