Our Small Cap Value portfolios draw from a universe of the market’s smaller companies, those with market capitalizations between $100 million and $3 billion.
A disciplined, research-intensive process results in the selection of typically 60 to 70 of those companies for client portfolios.
Since its inception in 2003, MetWest Capital’s Small Cap Value strategy has delivered attractive returns at relatively low levels of risk for individual and institutional investors.
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Achieve superior long-term returns versus the Russell 2000 Value Index and competing small cap value managers with less than market risk.
"We invest with a single-minded focus on the fundamental value drivers of a business while managing risk in a prudent manner."
Lead Portfolio Mananger
Small Cap Value