Small Cap Value

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Small Cap Value

Key Investment Tenets

Strategy Highlights

Strong competitive position in a stable, expanding industry
Opportunity for an increase in revenue and earnings growth

Better relative earnings, free cash flow, and earnings growth
Established profit margins

Management focused on core business and aligned with stakeholders’ interests
Prudent use of debt and leverage

Style: Small Cap Value

Inception: 11/1/2010

Benchmark: Russell 2000 Value Index

Concentrated: Target Number of Holdings 70-120

Diversification Targets: Sector and Industry neutral to the benchmark (+/- 5%) and looks to add value through bottom-up, fundamental security selection

Low Turnover: 15 to 60% annually

Fully Invested: Average cash allocation of 1 to 5%

Evaluate relative to history, peers, and economic conditions

Investment Policy Committee

Jeffrey Kerrigan, CFA Committee Chair

E. Martine Elie, CFA

John Beaver, CFA

key documents

Small Cap Value Strategy Card

Small Cap Value Commentary

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300