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Small Cap Value

Summary

Summary

KEY FACTS as of 03/29/2019


Strategy Inception Date
Dec 1995
Strategy AUM
$876.0 M
Benchmark
Russell 2000® Index
eVestment Universe
US Small Cap Value Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund
  • Managed Account (SMA)

PORTFOLIO MANAGERS

Eli Rabinowich
Eli Rabinowich

Portfolio Manager

15 Years of Industry Experience

A. Edward Allinson
John C. Hardy

Portfolio Manager

16 Years of Industry Experience

Supported By 38 Investment Professionals with 18 Years Avg. Industry Experience

Portfolio

Portfolio

CHARACTERISTICS as of 03/29/2019

Portfolio
Portfolio
Number of Holdings 67
Forward P/E 15.9x
Earnings Growth 11.9%
Sales Growth 7.5%
Return on Equity 11.9%
Weighted Average Mkt. Cap $3.3 B

Performance

Performance

Small Cap Value Equity Institutional Composite

Average Annual Returns as of 02/28/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 15.28% 4.34% 12.64% 6.70% 15.39% 13.04%
Net of Fees 15.08% 3.31% 11.53% 5.64% 14.25% 11.93%
Russell 2000® Index 17.03% 5.58% 16.67% 7.36% 16.60% 8.61%

Calendar Year Returnsas of 02/28/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -10.82% 7.56% 21.94% 0.03% 3.22% 35.01% 11.78% -3.43% 27.69% 31.35%
Net of Fees -11.71% 6.49% 20.72% -0.98% 2.22% 33.69% 10.69% -4.39% 26.44% 30.09%
Russell 2000® Index -11.01% 14.65% 21.31% -4.41% 4.89% 38.82% 16.35% -4.18% 26.86% 27.17%

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