SMALL CAP

Competitive Performance With Lower Risk

Our Small Cap strategy utilizes a fundamental bottom-up approach that is implemented on a consistent basis to produce superior results with lower risk than the market or typical managers.

We seek to provide net total return to our clients that exceeds that of the Russell 2000 Index over market cycles while providing a safeguard for our investors against the risk of permanent capital loss in unfavorable markets.

The cornerstone of our approach is the belief that a value-oriented, concentrated portfolio built through a consistent, bottom-up stock selection process driven by fundamental analysis is the optimal approach to delivering superior long-term performance.

We perform rigorous fundamental analysis and employ a disciplined valuation process. The process is designed to identify stocks of companies with a market capitalization typically between $50 million and $3 billion, an expected annual return derived using our pricing targets of at least 30%, and asymmetrical upside potential relative to downside risk.

Finally, we couple our dedication to investing with a dedication to our clients. Every client works with a Managing Director of the firm and has access to the depth and resources of Great Lakes Advisors at all times. We tailor communication to the specific needs of each client and seek to build long-term relationships with our clients

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Competitive Performance With Lower Risk