Traditional Equity

Our research-driven approach to value investing and portfolio construction defines our Traditional Equity platform. We first apply systematic quantitative analysis to evaluate companies and industries with favorable value and return characteristics. Approximately 35% of the stocks in each product universe make it through our two proprietary screening models and qualify for further research. Our experienced equity research teams then perform comprehensive company and industry analysis. Our multi-step recommendation process encourages constructive debate among members of the investment team. We rely on strong buy/sell disciplines to ensure adherence to our value and quality philosophy.

Small Cap Value

Our small cap value portfolio focuses on companies with market capitalizations between $250 million and $3.5 billion. Once a stock reaches twice the upper market cap limit, or $7 billion, it will be sold from the portfolio.

WEDGE Small Cap 2Q17 Fact Sheet WEDGE Small Cap CIT 2Q17 Fact Sheet

Small Mid Cap Value

We combine our Small- and Mid-Cap portfolios to consider companies with market capitalizations between $250 million and $20 billion. We adhere to each portfolio’s specific fundamental research and quantitative parameters. Once a stock reaches $30 billion, it will be sold from the portfolio.

WEDGE Small Mid Cap 2Q17 Fact Sheet

Mid Cap Value

This portfolio concentrates on companies with market capitalizations between $1 billion and $20 billion. Once a stock reaches $30 billion, it will be sold from the portfolio. Mid Cap is available as a separate account vehicle and as a commingled investment trust (CIT).

WEDGE Mid Cap 2Q17 Fact Sheet WEDGE Mid Cap CIT 2Q17 Fact Sheet

Large Cap Value Expanded

We combine our Mid- and Large-cap portfolios to consider companies with market capitalizations above $1 billion. We adhere to each portfolio’s specific fundamental research and quantitative parameters.

WEDGE Large Cap Expanded 2Q17 Fact Sheet

Large Cap Value

Investing in companies with market capitalizations greater than $3 billion, our large cap value portfolio searches for and invests in value opportunities within the largest segment of the equity markets.

WEDGE Large Cap 2Q17 Fact Sheet

Total Cap Value

Constructed by strategically combining our Small-, Mid- and Large-cap portfolios, we select companies with market capitalizations over $250 million. We adhere to each portfolio’s specific fundamental research and quantitative parameters.

WEDGE Total Cap 2Q17 Fact Sheet

International Small Cap

Our International small cap portfolio invests in foreign domiciled companies in both developed and emerging markets with market capitalizations ranging between US $250 million and US $7 billion. Stocks are sold once they reach US $10 billion in market capitalization. The portfolio is available to accredited investors only.

WEDGE Int'l Small Cap 2Q17 Fact Sheet