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

Fund Facts

Performance & Exposures

Returns & Distributions

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Stewardship & Sustainability

Portfolio Management Team

Fund Literature - 23 documents

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