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 Index |
| Assets (as of 3/31/10): |
|
$113 M |
| Vehicle(s): |
|
Separate Accounts (Open), Limited Partnership (Open) |
| Minimum Investment: |
|
Separate Account $5M / Limited Partnership $500,000 |
|
