SMALL CAP CONCENTRATED
Separate Account

DOWNLOAD FACT SHEET

STRATEGY
Glenmede’s approach to small-cap investing
is long term and risk averse. We believe a diversified portfolio of stocks that are inexpensive and exhibiting company-specific positive trends will outperform the market.

INVESTMENT STYLE

    

PORTFOLIO CONSTRUCTION GUIDELINES
▪  Direct by-product of fully diversified small  cap equity portfolio
  
▪  $400 million minimum market capitalization

▪  2% original purchase

▪  Positions can grow up to 4%

▪  Continuously reviewing portfolio for best ideas

INVESTMENT PROCESS

PORTFOLIO MANAGERS

Robert Mancuso

Christopher Colarik