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Strategies

Mandates

At the inception of our firm, we managed small and mid cap portfolios. Over time, clients asked us to add a SMID cap strategy as well as an all cap portfolio we call Value Opportunity.

Investment Mandates

STRATEGY
INCEPTION
TARGET CAP RANGE
CAPACITY
Small Cap Value
1983
$500 million to $2.5 billion
Closed
Small/Mid Cap Value
1996
$500 million to $15.0 billion
$1.5 billion
Mid Cap Value
1981
$2.5 billion to $15.0 billion
$3.0 billion
Value Opportunity
2000
$1.0 billion+
$5.0 billion

Market cap size distinctions are the only difference between these four strategies. Each one follows the same philosophy, and decisions are made by the same investment team. In terms of portfolio management, our objective is to be fully-invested in undervalued stocks, and our turnover tends to be relatively low with a typical holding period of three to five years. We normally hold 25 to 35 companies in our portfolios, providing us with an adequate level of diversification and rewarding us when our investment theses are correct.

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