Quality Value – Smallcap

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 50-70 small-cap stocks (stocks with market capitalization below $3 bil) that meet Ballast’s rigorous investment standards
  • The portfolio’s performance objective is to outperform the Russell 2000 Indices over a full market cycle (including peaks and troughs), with less risk
  • Sector weights will typically range between 50% to 200% of the index weight
  • 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

BQV SMALLCAP 2Q19 FACTSHEET

 


 

Data as of June 28th, 2019*