Investment Mandates

SMID CAP VALUE

The SMID strategy is a combination of our Small Cap and Mid Cap strategies for select investors with the specific need for exposure to both asset classes. This strategy is available through separate accounts.

ALL CAP VALUE OPPORTUNITY

The value opportunity strategy is designed to give investors access to our investment team's best ideas regardless of market capitalization. This strategy is available to clients through separate accounts.

SMALL CAP VALUE

The small cap strategy includes 25 to 35 names with market capitalizations generally between $500 million and $2 billion at cost that best meet our strict criteria. The strategy is offered through separate accounts and a Collective Investment Trust (CIT).

MID CAP VALUE

The mid cap strategy seeks to find the best 25 to 35 companies with market capitalizations generally between $1.5 billion and $15 billion at cost that meet our investment criteria. The strategy is offered through separate accounts as well as a CIT.