For institutional consultants and family offices looking for managers to fulfill a specific mandate within a broader portfolio, we offer our Fundametrics® Small Cap Value strategy.
This product is based on our investment philosophy and process built on principles our founders developed while managing the RJR Nabisco pension plan in the 1980s:
- Philosophy: Minimize human emotion and capitalize on “regression to the mean” through a contrarian relative value discipline
- Process: Proprietary Fundametrics® research system (since 1980s) and weekly Investment Committee ensure we adhere to our philosophy
- Strategy: Small Cap Value, long only, portfolios (200-250 stocks), that accept relative volatility in an effort to beat relevant benchmarks by a net average annual 300-400 basis points over a full market cycle
- Ownership: Entirely owned by its employees
− Founders still leading the firm
− Succession plan in place for the next generation
Our returns can be found in the primary databases. For more information, including a detailed presentation book, please contact Derek Tubbs.