The NV Small investment strategy is measured against the Frank Russell 2000 Value, and seeks to return 3-5% gross excess above benchmark.
Russell 2000 Value
- The fundamental equity valuation insights from Denali Advisors published and unpublished research
- A time varying factor forecast designed to capture investment themes
- Our portfolio team’s track record of special situations stock position management
|Quarterly Update (350 K)|
|Research Review (350 K)|
Systematically identify investor themes and anchoring to stock’s value from intrinsic and network value, in order to build risk controlled portfolios that outperform in multiple market environments.
|3-5%, Gross of fees|
|$250 million – $2 billion|
For performance, fees, and other information, please contact Bob Snigaroff , President and CIO or call (858) 558-3600