Equity Investments

US and International Small Caps

Philosophy

In an asset class characterized by a wide dispersion of company characteristics and dominated by fundamental growth-oriented investors, we find alpha in systematically harvesting academically proven factor premia.


Process

Quantitative strategies seek to generate consistent alpha by systematically harvesting an array of factor premia through the firm’s proprietary multi-factor models.


US Small Cap

Assets Under Management:

$240 MM

Strategy Inception:

April 1999

Relevant Information:
Small Cap Equity 3Q 2019 Fact Sheet Equity Outlook 3Q19 - Small Cap Equity

Global Ex-US Small Cap Structured Equity

Assets Under Management:

$116 MM

Strategy Inception:

January 2015

Relevant Information:
Global Ex-US Small Cap Structured Equity 3Q 2019 Fact Sheet Equity Outlook 3Q19 - Global Small Cap ex US

Latest Insights


Portfolio Management

Juncai Yang

Portfolio Manager and Senior Investment Analyst, Structured Equities

Caleb J. Piper, CFA

Portfolio Manager and Senior Investment Analyst, Structured Equities