Quality Small Cap Value
Capture the Value Premium with Small Cap Companies
The Quality Small Cap Value strategy seeks to efficiently capture the small-cap premium by investing in a diverse portfolio of quality, undervalued small cap companies. The strategy applies a multi-factor model – considering valuation, momentum and profitability - to identify reasonably priced, profitable small cap stocks and avoid those with signs of distress.
- Managed by the same lead portfolio manager since 2001
- Applies multi-factor model to identify quality, undervalued companies with positive momentum
- 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