"Value with a Catalyst" Product Platform

 

We currently offer four products with the following benchmarks and alpha generation objectives:

 

  • All Cap (Russell 3000 Index); A market cap agnostic"Go Anywhere" approach.

  • S&P 500 Active (S&P 500 Index); A "Go Anywhere" approach with a"Quality" overlay.

  • SMID Cap (Russell 2500 Index); A "Go Anywhere" approach with a "Size" overlay.

  • Concentrated US Large Cap Value (Russell 1000 Value Index); A focused "circle of competence" approach with a"Quality" & "Absolute Value" overlay.