Traditional Equity

Small Cap Value

Our Small Cap Value portfolio focuses on companies primarily within the broad small cap market segment as captured by the small cap Russell and S&P indices. Once a stock reaches twice the upper market cap limit, it will be sold from the portfolio. Small Cap is available as a separate account vehicle and as a commingled investment trust (CIT). To learn more about the process, click here.

Small Mid Cap Value

We combine our Small- and Mid-Cap Value portfolios to consider companies primarily within the broad small and mid cap market segments as captured by the small and mid cap Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters. Once a stock reaches 1.5 times the upper market cap limit, it will be sold from the portfolio. Small Mid Cap is available as a separate account vehicle and as a commingled investment trust (CIT). To learn more about the process, click here.

Mid Cap Value

Our Mid Cap Value portfolio focuses on companies primarily within the broad mid cap market segment as captured by the mid cap Russell and S&P indices. Once a stock reaches 1.5 times the upper market cap limit, it will be sold from the portfolio. Mid Cap is available as a separate account vehicle and as a commingled investment trust (CIT). To learn more about the process, click here.

Large Cap Value

Our Large Cap Value portfolio focuses on companies primarily within the broad large cap market segment as captured by the large cap Russell and S&P indices. Our large cap value portfolio searches for and invests in value opportunities within the largest segment of the equity markets. To learn more about the process, click here.

Large Cap Value Expanded

We combine our Mid- and Large-cap Value portfolios to consider companies primarily within the broad mid and large cap market segments as captured by the mid and large cap Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters. To learn more about the process, click here.

Total Cap Value

Constructed by strategically combining our Small-, Mid- and Large-cap Value portfolios, we select companies primarily within the broad small, mid and large cap market segments as captured by the small, mid and large cap Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters. To learn more about the process, click here.

International Small Cap

Our International Small Cap Value portfolio invests in foreign domiciled companies in both developed and emerging markets with market capitalizations ranging between US $250 million and US $7 billion. Stocks are sold once they reach US $10 billion in market capitalization. The portfolio is available to accredited investors only. To learn more about the process, click here.