XXXXX | US Small Cap Intrinsic Value Fund
Why Invest
Seeks to invest in equity securities issued by smaller U.S. companies, which we view as being undervalued by the market due to complexity, cyclicality or interrupted growth
Catalyst-Driven Approach
Seeks to avoid value traps by investing in small cap companies with an identifiable catalyst to help narrow the price gap over time
Active Engagement
Participate in ongoing dialogue with companies regarding directors, strategy and financing in an effort to enhance long-term shareholder value
Experienced Value Investors
Led by an experienced portfolio manager with over 30 years of experience
Fund Facts
Why Invest
Seeks to invest in equity securities issued by smaller US companies which we view as being undervalued
Catalyst-Driven Approach
investing in small cap companies with an identifiable catalyst to help narrow the price gap over time
Active Engagement
If we believe a company is misallocating capital, or struggling to unlock value, we seek representation on Boards or potentially engage in proxy fights
Experienced Value Investors
Led by an experienced portfolio manager with over 30 years of experience