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Disciplined U.S. Small Cap Equity

Separately Managed Accounts Performance and Literature Fund Performance and Literature
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Investment Objective

Maximum long-term total return consistent with reasonable risk to principal.

We seek to create and consistently maintains a strategy with favorable attributes relative to the benchmark index utilizing unique stock ranking models for each sector, downside risk screens and leading industry group indicators.

Key Tenets of Our Approach

Key 1

Proprietary, multi-factor stock selection buy and sell models for each sector

Key 2

Downside risk screens (e.g. earnings surprise indicators, quality of earnings)

Key 3

Leading industry group indicators, integrating top-down and bottom-up metrics

Universe

  • Russell 2000 Index

  Benchmark

  • Russell 2000 Index

  Operating Target

  • Typically 100-150 holdings
  • Existing position maximum: 2% for any security
  • Fully invested: Typically <1% cash

Limiting Exposure

  • Sector: +/– 3% vs. the benchmark
  • Industry group targets: +/– 2% vs. the benchmark

The Russell 2000 Index is an unmanaged, market value weighted index, which measures performance of the 2,000 companies that are between the 1,000th and 3,000th largest in the market.

One cannot invest directly in an index.

This website is for informational purposes only. GIM products are actively managed and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.