Micro Cap
A concentrated and deliberately constructed portfolio of quality growth companies, targeting returns that surpass the Russell Microcap Growth Index over a full market cycle.
Strategy Overview
As of September 30, 2023
Active Management
Concentrated Portfolio
Downside Capture Ratio
-
Benchmark Index
Russell Microcap Growth
-
Investment Approach
Quality Growth
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Strategy Inception Date
August 1, 2014
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ESG Integration
PRI, ISG Signatories
Asset Class
U.S. Micro Cap Equity
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Vehicles Available
Managed Account,
Mutual Fund, Model
Delivery -
Wtd Avg Market Cap
$1.0 billion
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Median Market Cap
$800 million
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Number of Holdings
38
*The above information is current as of 9/30/2023 and should not be relied upon as the sole factor in an investment making decision and is subject to change at any time due to changes in market or economic conditions. All Performance, Weightings, Holdings, Characteristics and other statistical data listed herein refer to the RIM Micro Cap Growth Composite and its benchmark.
*Russell Microcap Growth Index - The Russell Microcap® Growth Index measures the performance of the microcap growth segment of the US equity market. It includes Russell Microcap companies with relatively higher price-to-book ratios, higher I/B/E/S forecast medium term (2 year) growth and higher sales per share historical growth (5 years). The Russell Microcap Growth Index is constructed to provide a comprehensive and unbiased barometer for the microcap growth segment of the market. The Index is completely reconstituted annually to ensure larger stocks do not distort performance and characteristics of the microcap opportunity set.
Performance
As of September 30, 2023
*The above information is current as of 9/30/2023 and should not be relied upon as the sole factor in an investment making decision and is subject to change at any time due to changes in market or economic conditions. All Performance, Weightings, Holdings, Characteristics and other statistical data listed herein refer to the RIM Micro Cap Growth Composite and it benchmark.
Russell 2000 Growth Index - The Russell 2000® Growth Index measures the performance of the micro cap growth segment of the US equity universe. It includes those Russell 2000 companies with relatively higher price-to-book ratios, higher I/B/E/S forecast medium term (2 year) growth and higher sales per share historical growth (5 years). The Russell 2000 Growth Index is constructed to provide a comprehensive and unbiased barometer for the small-cap growth segment. The index is completely reconstituted annually. Russell Microcap Growth Index - The Russell Microcap® Growth Index measures the performance of the microcap growth segment of the US equity market. It includes Russell Microcap companies with relatively higher price-to-book ratios, higher I/B/E/S forecast medium term (2 year) growth and higher sales per share historical growth (5 years). The Russell Microcap Growth Index is constructed to provide a comprehensive and unbiased barometer for the microcap growth segment of the market. The Index is completely reconstituted annually to ensure larger stocks do not distort performance and characteristics of the microcap opportunity set