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Small Cap Update

April 22, 2022

Small Cap Equity Strategy Outperforms Russell 2000 Index in Q1

The strategy posted a neutral rate of return (gross of fee) in the quarter, which led to a 7.5% outperformance versus the Russell 2000 benchmark on a gross-of-fee basis. We believe the relative performance of value securities to growth stocks should continue to swing in value’s favor.