Small Cap Value
Investment Objective
In our Small Cap Value strategy, we seek long-term capital appreciation by owning small capitalization stocks identified through fundamental research and considered mis-priced relative to their intrinsic value.
| Managers: |
|
Thomas W. Duncan, Jr. and William A. Teichner, CFA |
| Inception: |
|
January 1, 1999 |
| Capitalization Emphasis: |
|
Small |
| Purchase Range: |
|
Within the capitalization range of the Russell 2000 Value Index |
| Assets (as of 9/30/08): |
|
$83M |
| Vehicle(s): |
|
Separate Accounts and Limited Partnership |
| Minimum Investment: |
|
Separate Account $5M/Limited Partnership $500,000 |
|
