Institutional Strategies

Large Cap Value

  • Benchmark: Russell 1000 Value Index
  • Inception date: 6/1/1999
  • Open to new separate accounts

Invests primarily in common stocks of companies that have value characteristics and market capitalizations that are generally within the range of companies in the Russell 1000 Index. The portfolio is typically comprised of 35-50 holdings.

Small Cap Value

  • Benchmark: Russell 2000 Value Index
  • Inception date: 10/1/1998
  • Open to new separate accounts

Invests primarily in common stocks of companies that have value characteristics and market capitalizations that are generally greater than $500 million but less than the largest company in the Russell 2000 Index. The portfolio is typically comprised of 50-80 holdings.

The information presented on this site is intended for institutional accounts that meet Schneider Capital Management’s separate account criteria and should not be relied upon by any other person, including any person obtaining advisory services through a commingled investment vehicle such as the Schneider Funds.