Skip to content
    1. Alternative Managers
    2. Consultants
    3. Corporations
    4. Family Offices
    5. Financial Advisors
    6. Financial Institutions
    7. Individuals & Families
    8. Insurance Companies
    9. Investment Managers
    10. Nonprofits
    11. Pension Funds
    12. Sovereign Entities
    13. View All
  1. Contact us
  2. Search
  3. Client LoginClient Login

Quality Small Cap Core

Capture Small Cap Performance with a Stable Risk Profile

The Quality Small Cap Core strategy seeks to provide exposure to small and micro-cap stocks while avoiding those companies showing signs of distress.

The Quality Small Cap Core strategy seeks to efficiently capture the small-cap premium by investing in a diverse portfolio of quality small cap companies. The strategy seeks to exploit equity market inefficiencies and investors’ behavioral biases to generate alpha - while avoiding value stocks showing signals of distress or stocks unlikely to sustain growth rates

Strategy Highlights

  • Invests in an expanded small cap universe that includes micro-cap stocks.
  • Uses a multi-factor model including value, quality and momentum for stock selection
  • Manages risk with portfolio construction and focus on efficiency by managing costs and trading

A Multi-Factor Model with Value, Quality, Momentum, & Size

Proprietary factor definitions, smart multi-factor construction, and efficient use of risk come together to pursue predictable outcomes.


Why invest with Northern Trust Asset Management?

We seek to add investment value across several essential dimensions