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Small Cap Growth

Summary

Summary

KEY FACTS as of 06/30/2020


Strategy Inception Date
Oct 1973
Strategy AUM
$2.9 B
Benchmark
Russell 2000® Growth Index
eVestment Universe
US Small Cap Growth Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund
  • Series 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 06/30/2020

Portfolio Index
Portfolio Index
Number of Holdings 99 1081
Forward P/E 32.8x 26.3x
Earnings Growth 20.4% 15.0%
Sales Growth 14.2% 9.2%
Return on Equity 5.2% 8.9%
Weighted Average Mkt. Cap $4.7 B $2.5 B

Performance

Performance

Small Cap Growth Equity Institutional Composite

Average Annual Returns as of 07/31/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 25.28% 16.31% 26.16% 13.60% 17.45% 12.17%
Net of Fees 24.63% 15.29% 25.06% 12.59% 16.34% 11.03%
Russell 2000® Growth Index 0.27% 6.00% 8.77% 7.49% 12.58% 8.09%

Calendar Year Returnsas of 07/31/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 33.06% 6.04% 31.13% -1.72% -8.00% 4.33% 58.82% 11.60% -0.62% 38.23%
Net of Fees 31.91% 5.12% 29.95% -2.60% -8.83% 3.32% 57.17% 10.45% -1.64% 36.89%
Russell 2000® Growth Index 28.48% -9.31% 22.17% 11.32% -1.38% 5.60% 43.30% 14.59% -2.91% 29.09%

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