Our U.S. equity strategies take a diversified, thoughtful approach.
Whether it is fundamentally-driven research or systematic and quantitatively based – we believe a well-researched process is central to client portfolio diversification.
These portfolios are managed across a range of market caps and styles, and research approaches.
Often thought of as a lesser-followed segment of the market, our small cap strategies look for an optimal balance between risk and return.
Advisory Research Small Cap Value Fund
Dynamic small Cap Fund
Spectrum Alpha Fund
The aim of these types of strategies is to focus on early life cycle growers and emerging technology companies. Micro cap stocks will generally have a market capitalization of under $2 billion and portfolio managers will seek to exploit inefficiencies that often exist in their valuations.
Strategies designed to stay fully invested. Focused on equity positions we believe are fast growing and high quality. Backed by strong research, each stock in these portfolios has their unique story.
Let’s work together. No matter the size of your client’s portfolio, we believe in meaningful diversification for long-term results.