Small Cap Value Strategy - September 2025
October 15, 2025
The Small Capitalization Value Portfolio Composite was up 10.91%, net of fees, for the quarter, versus the 12.60% gain for the Russell 2000 Value Index and the 12.39% gain of the Russell 2000 Index.1 Year-to-date, the Portfolio Composite was up 12.74%, net of fees, versus the 9.04% gain for the Russell 2000 Value and the 10.39% gain for the Russell 2000 indices.
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