Financial Professional
Institutional Investor
Individual & Shareholder

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  • Invests in a diverse group of U.S. small-cap companies, taking into consideration valuation, profitability and levels of investment when selecting and weighting securities.
  • Pursues the benefits associated with indexing (diversification, low turnover, transparency and tax efficiency), but with the ability to add value by making investment decisions using information in current prices.
  • Efficient portfolio management and trading process that is designed to enhance returns while seeking to reduce unnecessary risks and costs for investors.
  • Built to fit seamlessly into an investor's asset allocation.