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Micro Cap Growth

Summary

Summary

KEY FACTS as of 05/29/2020


Strategy Inception Date
Jan 1999
Strategy AUM
$913.8 M
Benchmark
Russell Microcap® Growth Index
eVestment Universe
US Micro Cap Growth Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

F. Thomas O'Halloran
F. Thomas O'Halloran, CFA, J.D.

Partner & Portfolio Manager

33 Years of Industry Experience

Matthew R. DeCicco
Matthew R. DeCicco, CFA

Managing Director & Portfolio Manager

21 Years of Industry Experience

Vernon Bice
Vernon Bice, CMT

Portfolio Manager

19 Years of Industry Experience

Supported By 6 Investment Professionals with 19 Years Avg. Industry Experience

Portfolio

Portfolio

CHARACTERISTICS as of 05/29/2020

Portfolio Index
Portfolio Index
Number of Holdings 86 835
Forward P/E 26.6x 22.9x
Earnings Growth 22.4% 17.9%
Sales Growth 7.6% 5.9%
Return on Equity 0.6% 5.6%
Weighted Average Mkt. Cap $1.9 B $833.3 M

Performance

Performance

Micro Cap Growth Equity Institutional Composite

Average Annual Returns as of 06/30/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 12.65% 15.98% 23.95% 14.75% 20.32% 13.97%
Net of Fees 12.11% 14.86% 22.68% 13.50% 18.92% 12.52%
Russell Microcap® Growth Index 1.92% 7.89% 5.20% 3.10% 11.12% -

Calendar Year Returnsas of 06/30/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 36.90% 4.41% 40.48% 4.01% -4.90% 12.59% 81.16% 4.35% -3.99% 36.78%
Net of Fees 35.56% 3.31% 38.87% 2.74% -6.03% 11.22% 79.07% 3.09% -5.20% 34.80%
Russell Microcap® Growth Index 23.33% -14.18% 16.65% 6.86% -3.85% 4.30% 52.84% 15.17% -8.42% 29.48%

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