Our small cap strategy invests in stocks that resemble those in the Russell 2000 Value Index. Small Cap Value stocks are those small cap stocks that are, or appear to be, undervalued relative to their values implied by their business fundamentals. Phocas measures these valuations using metrics like price-to-earnings and price-to-book ratios, depending on metrics we determine to be appropriate for specific economic sectors.
Successful Small Cap Value investing requires extensive knowledge of Small Cap Value management teams, investor expectations, effective deployment of capital, and a thorough knowledge and understanding of the world of equity investing.
Phocas Financial's team of investment managers has over 80 years of collective experience analyzing value equities. We have the knowledge and tools necessary to build and manage diversified Small Cap Value equities portfolios that deliver long-term value with moderate risk.
Learn More about Phocas' Small Cap Value Equities Portfolios