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Long-only strategy that seeks to outperform core small cap indexes with less volatility and low tracking error

Long-only strategy focused on both growth and wealth preservation through investments across all   market caps

Long-only strategy focused on long-term large cap opportunities with high quality bias and relative value tilt 

SEPARATELY MANAGED ACCOUNTS

We offer actively managed accounts to help meet your investment goals. The separately managed accounts (SMAs) are available to high net worth individuals and institutional investors who want personalized service and the opportunity for portfolio customization. If you're looking for personalization, transparency, and tax efficiency, consider an SMA.

SMArtX

We offer some of our strategies through SMArtX, which is the next evolution in managed accounts technology, catering exclusively to wealth advisors. The platform provides a single interface to manage traditional, alternative, and direct index strategies through a UMA/SMA structure.

Recent News and Insights

3Q19 All and Mid Cap Newsletter

3Q19 Small Cap Dividend Newsletter

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