Small & Mid Cap Opportunities Strategy

At a Glance

• A small- to mid-cap equity strategy with opportunistic investments considered on a risk-adjusted basis. 
• A valuation-flexible approach spanning value, core, and growth, featuring a core profile with approximately 75% of holdings within Russell 2500 market cap range.
• A disciplined approach, rigorous investment research and our extensive experience form the foundation of the process. 
• 5+ years
   audited track record across a variety of market cycles.
• Available on selected investment platforms or as an SMA.