Investment Strategies
Introduction
Highlights
The KAR Small Cap Focus Portfolio is a domestic small-cap focus portfolio that invests in high-quality companies purchased at attractive valuations. It is a high-conviction strategy that utilizes a bottom-up fundamental research approach to identify what we believe are the best companies at the most attractive prices within the high-quality universe.
Highlights
Asset Class: Small Cap
Primary Index: Russell 2000 Index
Inception Date: April 1, 2014
Holdings Range: 15-35
Sector Constraint: Seek broad diversification, but no sector constraints
Non-U.S. Holdings: Up to 20%
Portfolio Turnover: 25% – 45%