Products
   U.S. Micro Cap Value Strategy:
(Closed to New Investors)


Assets in Strategy:
$263 million
Common Benchmarks:
N/A
Market Cap Range for strategy:
$20 million to $500 million
Approximate # Holdings:
140-170
Minimum initial investment:
NA
Options and futures are not used.
Social investment screens available.




Value Equity Specialists
  • Institutional focus
  • Employee owned
  • Capacity constrained
  • No soft dollars
For performance and fee information, please contact us.