Portfolios invested in this strategy will typically have the following traits:

  • Strategy co-managed by Randy Hughes and Jeffrey Kautz, CFA
  • Long-only portfolio of 30-50 stocks constructed from QSV Equity Investor’s best small- and mid-cap ideas
  • The portfolio’s performance objective is to outperform the Russell 2500 Indices over a full market cycle (including peaks and troughs), with less risk
  • Sector weights may vary widely from the index depending on where we are finding the most opportunity
  • Remain fully invested to offset quality bias and more fully participate in up markets
  • Expect lower turnover and lower capital gains taxes due to longer holding periods
  • Portfolio expected to experience lower volatility and lower drawdown in down markets
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