Small Cap Value
Key Investment Tenets
Strategy Highlights
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: 25 to 60% annually
Fully Invested: Average cash allocation of 1 to 5%
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