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:
$67 MM
Strategy Inception:
April 1999
Relevant Information:
Small Cap Equity 4Q22 Fact Sheet Equity Outlook 4Q22 - Small Cap EquityGlobal Ex-US Small Cap Structured Equity
Assets Under Management:
$38 MM
Strategy Inception:
January 2015
