Small Cap Value
The strategy’s objective is to seek long-term capital appreciation. It aims to deliver excess returns within the small capitalization value segment of the U.S. equity market. This is achieved by systematically exploiting academically rooted, empirically tested equity premia while maintaining broad diversification within and across industries.
Our Advantages
Rules-Based Approach, based on decades of financial research
Targeted Exposure, refining the equity universe to capture excess returns
Efficient Implementation, flexible and uncompromised by capacity constraints
Acclivity Insight – Size Matters: Particularly for Small Cap Funds
Strategy Overview
Focused Exposures
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Small Caps
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Low Relative Price
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High Profitability
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Conservative Investment
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Positive Momentum
Diversification Across
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Securities
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Sectors
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Premiums
