Upside/Downside Outperformance

361 U.S. Small Cap Equity Strategy

Due to the strategy’s unique approach, it has historically captured less of the downside of the Russell 2000 Index, while keeping pace on the upside. This incremental outperformance, since inception of the strategy, has resulted in a larger return on a hypothetical portfolio of $10,000 versus both the Russell 2000 Index and the US Small Blend Category.

Small Cap Upside Downside OutperformanceDownload PDF >