STRATEGY PROFILE

US Small Mid Cap Value Equity
The US Small Mid Cap Value Equity strategy focuses on identifying companies with compelling combinations of solid business franchises, attractive valuations and catalysts for change. The strongest potential opportunities uncovered by our investment team's research are selected for the portfolio, which is diversified both by individual security and economic sector. Individual portfolio holdings are weighted based on the upside/downside opportunity, market liquidity and the strategy's internal risk control parameters.
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Russell 2500 Value Index
September 2005