Global Equity

Fact Sheet Q1 2021
Commentary Q1 2021


Asset Class: Global Equity
Style: Disciplined Fundamental Value
Primary Index: MSCI ACWI
Inception Date: June 1, 2018
Holdings Range: 70-80
Max Position Size: 5%
Vehicles: Separate Accounts

International Small Cap

Fact Sheet Q1 2021
Commentary Q1 2021


Asset Class: International Small Cap
Style: Disciplined Fundamental Value
Primary Index: MSCI ACWI Ex-US Small Cap Index
Inception Date: June 1, 2018
Holdings Range: 80-130
Max Position Size: 5%
Vehicles: Separate Accounts

Emerging Markets

Fact Sheet Q1 2021
Commentary Q1 2021


Asset Class: Emerging Markets
Style: Disciplined Fundamental Value
Primary Index: MSCI Emerging Markets Index
Inception Date: May 13, 2019
Holdings Range: 60-100
Max Position Size: 5%
Vehicles: Separate Accounts