Sentences with phrase «small cap value manager»

In 1994, I was part of a team that hired a clever small cap value manager to help manage money for our multiple manager funds.

During periods of high volatility, small cap value managers have produced alpha of 1.4 versus periods of low volatility when they have produced alpha of -0.71.

Not exact matches

Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity portfolios.

Eventually I found my calling as an analyst and portfolio manager in the long - only, small to mid cap value world.

Director of Research and Portfolio Manager of the Wharton Investment Management Fund, a student - run, U.S. small - cap value fund

Consider, e.g., an active manager who historically has tilted away from his cap - weighted benchmark in a systematic way (perhaps by emphasizing value, or small size, or low volatility).

Table 3 represents Small Cap Value (SV) managers, 33.6 % of whom outperformed the Small Cap style index.

In a small - cap value fund, a manager may choose to extend into other style boxes by drifting outside of the pure style.

So you don't have to worry that your large - cap manager is going to dip into small stocks or that your value - oriented manager is going to stretch the definition of value and buy high - flying tech issues to juice returns and look better than their peers.

Their findings are useful for indexers, portfolio managers, and for any investor who invests in either small cap or value stocks.

But the second is to outperform all the other managers in his assigned class, whether it's large - cap growth stocks or small - cap value issues.

The associated S&P report provided no explanation, so your guess is as good as mine, but I suspect the number of analysts covering Australian small - mid cap companies is quite small, allowing for under - valued companies to be picked up somewhat more readily by an astute investment manager.

Market inefficiencies in international small cap have allowed active managers to add meaningful value.

Features An Interview With Robert D'Alelio, Portfolio Manager, Neuberger Berman Genesis Fund Seeking good businesses at good values among the small caps.

Of all the managers that I interviewed when creating the multiple manager funds for my employer, I found the small cap value guys to be the most business - minded and interesting.

With SEI's U.S. Small / Mid Cap Strategy manager of managers fund, participants can select the one fund and get access to 10 underlying sub-funds — which include some that defined contribution plan sponsors would typically never offer to participants, such as an opportunistic value fund or a real estate investment trust (REIT).

Note: Uguisu Value is most appropriate for micro and smaller - cap stock focused fund managers / advisors, family offices, and individual investors that have an equity allocation of at least US$ 100,000 due to some companies having minimum trading units of up to $ 10K.

He also serves as a Co-Portfolio Manager for our Classic Value Small Cap Plus strategy.

Prior to joining Sonian in 2011, Joshua acted as Director of Research at Liberty Square Asset Management in Boston and also served as the Portfolio Manager for a global, deep - value, small - cap fund.

He is currently the sole manager for Fidelity Small Cap Value Fund (FCPVX) and Fidelity Advisor Small Cap Value Fund.

Touchstone Small Cap Value Fund (TVOAX) is switching managers.

The new manager moved it from all - cap growth with shorting via ETFs to small - to - mid cap value.

Portfolio Manager Michelle Stevens discusses the advantages of Baird's Small / Mid Cap Value Fund.

Eric Miller is is Vice President and Portfolio Manager for the Heartland Value Fund and its corresponding Small Cap Value Strategy.

Value investing has been a lifelong passion for Bill Nasgovitz, Chairman and Portfolio Manager of the Heartland Value Fund and its corresponding Small Cap Value Strategy.