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Style:
Small Cap Value
Approach
Active; Bottom-Up
Benchmark
Russell 2000 Value Index
Strategy Highlights
Research Intensive – Stock selection emphasizes well-managed but undervalued companies with positive business momentum and attractive valuationProprietary Screening – Multi-factor screening tools help to identify mispriced securitiesFocus On Quality – Aim to hold stocks for long term until value is recognized in market place
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