Our Small Cap Intrinsic Value portfolios draw from a universe of the market’s smaller companies, those with market capitalizations between $100 million and $2.5 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 Intrinsic Value strategy has delivered attractive returns at relatively low levels of risk for individual and institutional investors.

Objective:
Achieve superior long-term returns versus the Russell 2000 Value Index and competing small cap value managers with less than market risk.

"Our fundamental, research-intensive approach is ideally suited for the small cap market, where additional analysis can significantly enhance risk-adjusted returns."