Investment Objective
Capital Appreciation
Morningstar Category
Small Blend
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Fund Characteristics
The Small Cap Value Fund seeks to identify small cap companies priced at discounts to their intrinsic values and with fundamentals that are solid or improving.
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Investment Approach
- We believe the key to successful investing is striking a balance between attractive valuations and solid fundamentals
- Seeks to identify undervalued companies with sound business fundamentals
- Favors companies that are trading at low price/earnings and price/cash flow multiples, possess strong balance sheets with solid cash positions and little or no long-term debt, and have low ratios of market value to sales
- Key investment criteria include: a stock price at a material discount to a company’s intrinsic value, a reasonable expectation of improving profitability over the next three years, a skilled and committed management team, a strong capital structure, and positive corporate change within a three-year investment horizon
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Why Consider This Fund?
- Engages a deep and experienced team committed to fundamental research
- Employs a time-tested investment philosophy
- Seeks stocks that combine attractive valuation and strong fundamentals and that are either quality companies trading at discount prices or are corporate transformation opportunities
- Consistently applies a disciplined, rigorous investment process to uncover opportunities and reduce stock-specific and portfolio level risk
- Proprietary free cash flow return on invested capital and valuation models
- Seeks to provide strong absolute and risk-adjusted performance
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