Market conditions point to a brighter future for smaller companies, nevertheless, Small Cap Portfolio Manager Jordan Irving warns a rising small cap tide will not lift every stock. This is the value of active management.
Long-term capital appreciation consistent with reasonable risk to principal.
The team seeks to create an actively managed portfolio invested in undervalued, higher-quality stocks, with company specific catalysts seeking to outperform the benchmark over a full market cycle.
Active management may add value within inefficient asset classes
Positive earnings can be an important measure of corporate quality
A non-benchmark centric approach resulting in high active share
Independent fundamental research leveraging multi-factor quantitative screens
Long term investment horizon supported by a consistent, repeatable process
The Russell 2000 Index is an unmanaged, market value weighted index, which measures performance of the 2,000 companies that are between the 1,000th and 3,000th largest in the market.
One cannot invest directly in an index.
This website is for informational purposes only. GIM products are actively managed and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.
