STRATEGY PROFILE

US Small Mid Cap Opportunistic Value Equity
The US Small Mid Cap Opportunistic Value Equity strategy features a high-conviction, less constrained investment approach that seeks attractive excess returns over the long term. The strategy seeks to invest in equities priced at a large discount to intrinsic value with fundamental strengths that will be recognized in the next one to three years. Capital allocation seeks to exploit a dissonance between market sentiment and fundamental reality, often as a result of sudden or pronounced price dislocations that generate a favorable risk/reward ratio. Lead Portfolio Manager David Daglio, CFA, has constructed a next-generation investment team to succeed in a new era of active management when deep field research is reinforced by sophisticated macro and risk analysis to drive alpha. The strategy has now entered its third decade of proving its excess return generation capabilities.
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Russell 2500 Index
October 1996
Fact Sheet