| Description | Process | Commentary |
DescriptionWestwood's SmallCap Value Portfolio invests in approximately 50-70 companies with market capitalizations between $100 million - $2 billion at the time of purchase. The portfolio team seeks high quality companies with attractive valuations and expectations for future profitability to be significantly higher than what the current prices discount. The objective is to outperform the Russell 2000 Value Index over a market cycle while incurring less volatility. The Inception date of the SmallCap Value product is January 2004.
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