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 William A. Teichner, CFA, and Rushan (Greg) Jiang, CFA
Inception January 1, 1999
Assets $2.5 billion (as of December 31, 2023)
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 (limited availability); Limited Partnership (open)
News Frontier’s Small Cap Value Strategy Celebrates a Quarter Century Milestone
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
William A. Teichner, CFA, and Rushan (Greg) Jiang, CFA
Inception
January 1, 1999
Assets
$2.5 billion (as of December 31, 2023)
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 (limited availability); Limited Partnership (open)
News
Frontier’s Small Cap Value Strategy Celebrates a Quarter Century Milestone
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)