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Small Cap Value

Our Small Cap Value strategy provides exposure to the small capitalization segment of the value equity market through a fundamental, contrarian, bottom-up investment process.

Objective

Aims to provide long-term capital appreciation through a concentrated, high-conviction portfolio of small capitalization value equity securities.

Why This Strategy?

People

Co-Portfolio Managers Josh Schachter and Philip Greenblatt have an average of 16 years of value investing experience and are supported by a seven-person investment team.     

Portfolio

The conviction-weighted portfolio consists of 40 to 60 of our best small-cap value investment ideas. With a market cap profile similar to the index, the portfolio is diversified by sector and provides high active share.

Philosophy

Investment philosophy that is consistent with modern behavioral finance research and aims to take advantage of investor overreactions to negative surprises.

Process

Fundamental research process focuses on identifying out-of-favor stocks that are in sound financial condition and should experience an upward rerating in their P/E ratio with a positive shift in investor sentiment.

Strategy Facts

October 31, 2006
Easterly Investment Partners (EIP)
U.S. Small Cap Value
Russell 2000 Value Index
Equity
Mutual Fund, Separate Account

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Portfolio Managers

Joshua Schachter headshot

Joshua Schachter, CFA

Philip Greenblatt headshot

Philip Greenblatt, CFA

Latest Small Cap Value Perspectives

Q2 2022 Small Cap Value Commentary

The Snow Small Cap Value strategy returned -13.95% (gross of fees) during the quarter while the Russell 2000 Value Index declined -15.28%. The strategy has outperformed the Russell 2000 Value Index by 83 basis points through the first half of 2022.

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Q1 2022 Small Cap Value Commentary

The majority of the major indices posted negative results for the first quarter of 2022 as investors reacted to the Ukraine-Russia war, heightened levels of inflation, and rising interest rates. The Small Cap Value Strategy slightly trailed its benchmark during the period due to sector positioning, while stock selection was positive.

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For questions or inquiries, please feel free to contact us by completing the form below.