Asset Management

The Small-Cap Equity investment strategy seeks to generate long-term total returns that outpace those of its benchmark, the Russell 2000® Index.

The portfolio management team seeks to invest in smaller domestic companies that appear to have favorable prospects for significant long-term capital appreciation.

The portfolio management team uses proprietary quantitative models based on financial and investment theories to evaluate and score a broad universe of stocks in which the Fund invests. These models typically weigh many different variables, including the valuation of the individual stock versus the market or its peers, future earnings and sustainable growth prospects, and the price and volume trends of the stock. The score is used to form the portfolio, along with the following additional inputs: weightings of the stock, and its corresponding sector, in the benchmark; correlations between the performance of the stocks in the universe; and trading costs.

Related Professionals

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Michael Shing

CFA, Managing Director,
Equity Investments

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Adam Cao

CFA, Managing Director,
Equity Investments

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