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

94% Active Share
40-60 Holdings
80% Trailing 10 yr
Asset Class U.S. Small Cap Equity
  • Benchmark Index

    Russell 2000 Growth

  • Investment Approach

    Quality Growth

  • Strategy Inception Date

    July 1, 2003

  • ESG Integration

    PRI, ISG Signatories

Asset Class U.S. Small Cap Equity
  • Vehicles Available

    Managed Account, Limited Partnership, Mutual Fund, Model Delivery

  • Wtd Avg Market Cap

    $5.7 Billion

  • 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. 

Quality Growth Stat BG

Performance

As of March 31, 2024

MRQ 1 Yr 3 Yr 5 Yr 10 Yr SI*

Gross RIM Small Cap Growth

6.9% 18.0% 0.8% 10.5% 10.5% 11.3%

Net RIM Small Cap Growth

6.7% 16.8% (0.2%) 9.4% 9.5% 10.2%

Russell 2000 Growth

7.6% 20.3% (2.7%) 7.4% 7.9% 9.5%

*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.

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