Value Approach

Small Cap Opportunities

Objective

Small Cap Opportunities is a disciplined investment approach for investing in the small capitalization sector of the equities market. We invest in firms with market capitalizations that are within the range of the Russell 2000 Index.

Approach

We select companies with solid earnings growth prospects from a universe of low P/E stocks that are underfollowed which provides excellent performance potential at lower risk. This common sense philosophy is the heart of Small Cap Opportunities’ Small Cap Value equity approach.

Process

We employ a fundamental, bottom-up methodology characterized by three factors: 1) A value-oriented approach: We select stocks with low P/E ratios based on trailing, not forecasted, earnings. 2) Attention to earnings: We seek companies with attractive earnings growth outlooks. 3) A focus on underfollowed, neglected, out-of-favor stocks: Through intensive research, we find good companies that are overlooked or not widely followed.

Performance

Average Annualized
3-Months YTD 1-Year 3-Years 5-Years 10-Years Inception
Small Cap Opportunities (Gross)
Small Cap Opportunities (Net)
Russell 2000 Value Index
Russell 2000
Small Cap Opportunities (Gross) Small Cap Opportunities (Net) Russell 2000 Value Index Russell 2000

Portfolio Management


William F. Fiedler
Portfolio Manager
31 years experience
Michael Maloney
Portfolio Manager
32 years experience
Mark N. Odegard, CFA
Portfolio Manager
30 years experience