The Opportunity for U.S. Small Caps

Introducing the 361 U.S. Small Cap Equity Fund

Hear our CIOs, Cliff Stanton, CFA and John Riddle, CFA discuss market observations and the opportunity for small caps along with providing an introduction to the 361 U.S. Small Cap Equity Fund (ASFZX).

About the Fund

361 U.S. Small Cap Equity Fund (ASFZX)
The strategy launched nine years ago, and was previously only available through institutional separate accounts

    • Based on 30 years of research, the Fund’s quantitative process taps into behavioral biases in an attempt to identify stocks poised for appreciation.
    • Seeks growth by outperforming the Russell 2000 Index over a full market cycle through exposure to U.S. small cap companies.
    • Provides a compelling alpha source by forecasting changes in analyst estimates and corporate earnings announcements, which we believe drive stock prices.