Small Cap Core/ Microcap Core Overview
Both strategies seek to outperform their respective benchmarks (Small Cap Core - Russell 2000 Index and Microcap Core - Russell Microcap Index) by constructing a diversified portfolio using a systematic investment process that combines analysis of economic and market forces, individual stock analysis and risk management, and efficient strategy implementation. The core of our process is information-based investing which uses signals from the activity of informed market participants to assess potential for market outperformance.
Find market participants with insight on a company or segment of the market; monitor the activities of these "informed agents" to provide signals of future performance.
EMPHASIZE RISK MANAGEMENT
Portfolio construction and ongoing risk monitoring/ management are key areas of focus. Controlling beta protects alpha.
FOCUS ON BREADTH
A broad range of diverse sources of information produces more consistent results than a focus on a narrow set of company characteristics.
LISTEN TO WHAT THE MARKET IS TELLING YOU
Be adaptable to the prevailing market environment.