Small Cap
A concentrated and deliberately constructed portfolio of quality growth companies, targeting returns that surpass the Russell 2000 small cap Growth Index over a full market cycle.
Strategy Overview
As of March 31, 2024
Active Management
Concentrated Portfolio
Downside Capture Ratio
-
Benchmark Index
Russell 2000 Growth
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Investment Approach
Quality Growth
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Strategy Inception Date
July 1, 2003
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ESG Integration
PRI, ISG Signatories
Asset Class
U.S. Small Cap Equity
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Vehicles Available
Managed Account, Limited Partnership, Mutual Fund, Model Delivery
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Wtd Avg Market Cap
$5.7 Billion
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Number of Holdings
52
*The above information is current as of 3/31/24 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 Small Cap Growth Composite and its benchmark.
*Russell 2000 Growth Index - The Russell 2000® Growth Index measures the performance of the small 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.
Performance
As of March 31, 2024
*The above information is current as of 3/31/2024 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 Small Cap Growth Composite and it benchmark.
Russell 2000 Growth Index - The Russell 2000® Growth Index measures the performance of the small 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 Smallcap Growth Index - The Russell Smallcap® Growth Index measures the performance of the small cap growth segment of the US equity market. It includes Russell Smallcap 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 Smallcap Growth Index is constructed to provide a comprehensive and unbiased barometer for the small cap growth segment of the market. The Index is completely reconstituted annually to ensure larger stocks do not distort performance and characteristics of the small cap opportunity set.