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Fundamental small

Fundamental Small Cap Equity

Philosophy

We believe that behavioral biases often lead to disconnects between a company’s intrinsic value and its current price.

We seek to exploit these opportunities by investing in a portfolio of undervalued, higher-quality stocks, with company specific catalysts that we believe can outperform the benchmark over a full market cycle.

How can active management benefit a small cap strategy?
We believe investor biases often lead to disconnects between a company’s intrinsic value and its current price. We believe our small cap focused active management adds value within an inefficient asset class by focusing on undervalued, higher quality stocks with company-specific catalysts driving change. Additionally, we believe positive earnings is an important measure of corporate quality and maintain a long-term investment horizon supported by a consistent, repeatable process.

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.