Small Cap Value

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Small Cap Value 2017-05-22T12:15:36+00:00

Investment Objective

The NV Small investment strategy is measured against the Frank Russell 2000 Value, and seeks to return 3-5% gross excess above benchmark.


Benchmark

Russell 2000 Value


Key Strengths

  • The fundamental equity valuation insights from Denali Advisors published and unpublished research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

Related Documents

Fact Sheet        
Quarterly Update (350 K)
Research Review (350 K)

NV Small

Investment Philosophy

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.


Key Data
Excess Return Objective* 3-5%, Gross of fees
Tracking Error Objective* 6%
Typical Market Capitalization      $250 million – $2 billion
Approximate Holdings 90-100


For performance, fees, and other information, please contact Bob Snigaroff , President and CIO or call (858) 558-3600