The firm's core investment strategies include Small Cap Value
, Small/Mid Cap Value, International Small Cap Value
, Global Value, Japan Value, and Master Limited Partnerships.
Delaware Small Cap Value
A (DEVLX) invests in small-cap companies whose shares are attractively priced compared to their underlying value.
Schier, lead portfolio manager of the Mid Cap Value fund since inception 11 years ago, is the lead manager on the new Small Cap Value
In a related move, Perkins appointed Justin Tugman, an analyst with the firm, as a co-portfolio manager of Perkins Small Cap Value
Fund and related strategies.
In reopening the Fund, Evergreen seeks to meet investor demand for small cap value
Van Hooser said the Harbor Small Cap Value
Fund could begin to approach net asset levels at which it could become more difficult to keep its portfolio fully invested in small cap stocks that meet the manager's selection criteria.
EST) on Friday, February 4, 2005, the American AAdvantage Small Cap Value
Fund will close to new investors.
The American AAdvantage Small Cap Value
Fund assets are currently managed by Brandywine Asset Management, LLC, Hotchkis & Wiley Capital Management, LLC, and Barrow, Hanley, Mewhinney & Strauss, Inc.
Balanced; Global Small Cap Value
; Global Absolute Return; Global Shareholder Yield; and International Small Cap Value
COLUMBUS, Ohio, May 17 /PRNewswire/ -- One Group Small Cap Value
Fund closed to new investors on May 14, 2004.
America's Small Cap Pioneer, today announced that the Wasatch Small Cap Value
Fund (Ticker: WMCVX) and Wasatch Ultra Growth Fund (Ticker: WAMCX) will close to new investors effective December 31, 2002.
announced today that it plans to close its Small Cap Value
II Fund to new investors at the close of business on Friday, December 28, 2001.