Small Cap Value


The Frontier Small Cap Value strategy seeks long-term capital appreciation by owning small capitalization stocks identified through fundamental research and considered mis-priced relative to their intrinsic value.

Portfolio Managers          Thomas W. Duncan, Jr. and William A. Teichner, CFA

Inception                           January 1, 1999

Assets                                 $3.2 billion (as of September 30, 2017)

Style                                   Relative Value

Capitalization Range       Within the range of the Russell 2000® (at time of initial purchase for the strategy)

Range of Holdings            Approximately 70-100 stocks

Vehicles Offered               Separate Account (closed); Limited Partnership (open)

The Frontier Small Cap Value strategy seeks long-term capital appreciation by owning small capitalization stocks identified through fundamental research and considered mis-priced relative to their intrinsic value.

Portfolio Managers
Thomas W. Duncan, Jr. and William A. Teichner, CFA

Inception
January 1, 1999

Assets
$3.2 billion (as of September 30, 2017)

Style
Relative Value

Capitalization Range
Within the range of the Russell 2000®
(at time of initial purchase for the strategy)

Range of Holdings
Approximately 70-100 stocks

Vehicles Offered
Separate Account (closed); Limited Partnership (open)

Portfolio Managers

Inception

Assets

Style

Capitalization Range

Range of Holdings

Vehicles Offered

Thomas W. Duncan, Jr. and William A. Teichner, CFA

January 1, 1999

$3.2 billion (as of September 30, 2017)

Relative Value

Within the range of the Russell 2000® (at time of initial purchase for the strategy)

Approximately 70-100 stocks

Separate Account (closed); Limited Partnership (open)