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Small Cap Value

Our Small Cap Value strategy provides exposure to the small capitalization segment of the value equity market through a fundamental, contrarian, bottom-up investment process.


Aims to provide long-term capital appreciation through a concentrated, high-conviction portfolio of small capitalization value equity securities.

Why This Strategy?


Co-Portfolio Managers Josh Schachter and Philip Greenblatt have an average of 16 years of value investing experience and are supported by a seven-person investment team.     


The conviction-weighted portfolio consists of 40 to 60 of our best small-cap value investment ideas. With a market cap profile similar to the index, the portfolio is diversified by sector and provides high active share.


Investment philosophy that is consistent with modern behavioral finance research and aims to take advantage of investor overreactions to negative surprises.


Fundamental research process focuses on identifying out-of-favor stocks that are in sound financial condition and should experience an upward rerating in their P/E ratio with a positive shift in investor sentiment.

Strategy Facts

October 31, 2006
Easterly Investment Partners (EIP)
U.S. Small Cap Value
Russell 2000 Value Index
Mutual Fund, CIT, Separate Account

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Portfolio Managers

Joshua Schachter headshot

Joshua Schachter, CFA

Philip Greenblatt headshot

Philip Greenblatt, CFA

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For questions or inquiries, please feel free to contact us by completing the form below.