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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.

Strategy Highlights

  • 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