Strategies

Small Cap Value

Our Small Cap Value strategy consists of investments in businesses with market capitalizations between $300 million and $4 billion at initial investment. We seek to own approximately 60 to 70 investments diversified across sectors, industries, and economic cyclicality. The strategy is measured against the Russell 2000 Value Index.

SMID Cap Value

Our SMID Cap Value strategy consists of investments in businesses with market capitalizations between $1 billion and $15 billion at initial investment. We seek to own approximately 40 to 50 investments diversified across sectors, industries, and economic cyclicality. The strategy is measured against the Russell 2500 Value Index.

A private equity-style approach to public markets