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Small Cap Growth

The Small Cap Growth strategy is benchmarked against the Russell 2000® Growth Index. As with all Silvant strategies, the Small Cap Growth portfolio's goal is to invest in stocks with a competitive advantage, strong profitability metrics, above average free cash flow, above average operating margins and positive price trends.

Portfolio

Management Approach: Team
Benchmark: Russell 2000® Growth
Strategy Inception: 2001
Portfolio Commentary: 1Q19 Small Cap Growth  

Typical Portfolio Attributes
Holdings90 - 110
Active Position Sizes0.5% - 1.5%
Predicted Tracking Error4 - 7%
Typical Annual Turnover (Rolling 3-year Average)44%
Typical Sector Weight vs. Benchmark+/- 3%

Data subject to change

NOTES

  • Russell 2000® Growth Index is composed of the securities found in the Russell 2000 Index with a greater-than-average growth orientation. Companies in this index tend to exhibit higher price-to-book and price-to-earnings ratios.
  • Investors cannot invest directly in an index.
  • Frank Russell Company is the source and owner of the trademarks, service marks and copyrights related to the Russell® Indexes. Russell® is a trademark of Frank Russell Company.
  • See glossary for investment terms.

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