Small Cap Core
The Small Cap Core (“SCC”) strategy’s overall objective is to construct an actively managed, risk controlled, core portfolio of companies that are undervalued and exhibiting the likelihood to meet or exceed earnings expectations. The strategy’s performance objective is to provide long-term capital appreciation by outperforming the Russell 2000 Index.
Click for more information about the focused investment approach.Lead Portfolio Manager
- Greg Golden, CFA
Inception Date:
- June 30, 2002
Primary Benchmark:
- Russell 2000 Index
- 60 Holdings
- Initial Position Weights: 1.67%
- Relative Sector Weights: +/- 5%
- Expected Turnover: 60 – 80%