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Classic, long-only, value strategies


Small Cap

  • Benchmark: Russell 2000; Russell 2000 Value
  • Universe below $3B market cap
  • 30 to 39 stocks
  • Position weight: 5%, 2.5%
  • Max: 10% at market, 30% industry weights
  • Separate Account, Sub-advisory, Mutual Fund

Small Cap Focus

  • 8 to 13 best ideas from Small Cap strategy
  • Separate Account, Sub-advisory

All Cap

  • Benchmarks: Russell 3000; Russell 3000 Value
  • Unrestricted, global universe
  • 20 to 25 stocks
  • Position weight: 5%, 2.5%
  • Max: 10% at market, 30% industry weights
  • Separate Account

Strategic

  • Benchmark: HFRI; 60% Russell 3000/40% BCGCI
  • Classic balanced account
  • All Cap equity universe with an opportunistic fixed income strategy
  • Tax-efficient
  • Separate Account