Objective:
The Paradigm Small-Cap Value Institutional portfolio uses proprietary research techniques to identify undervalued small-cap equities with catalysts for enhanced performance. We use our experience in the sub-$2 billion market cap range to help institutional investors take advantage of the inefficiencies we believe are inherent in the market.
Investment Philosophy:
The inefficiencies of the micro-cap and small-cap markets offer a combination of opportunity and risk to investors. Paradigm Capital Management, Inc. uses diligent research and diversified portfolio construction to help investors take advantage of this historically high-performing market sector while attempting to minimize risk and volatility.
Investment Process:
Paradigm Capital Management, Inc. uses a multi-manager approach to compose a diversified portfolio of holdings from three independent portfolio managers. Each of the three portfolio managers has a background in certain industry sectors, and contributes his or her specialized expertise and best ideas. This process provides balance to the overall portfolio and allows portfolio managers to focus on the sectors in which they are most knowledgeable.
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Portfolio Characteristics:
| Inception Date: |
6/7/1995 |
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Net Assets ($ million)
|
$764.2 |
| Number of Holdings: |
126 |
| One-Year Turnover: |
68.23% |
| Weighted Average Market Cap ($ million): |
$998.8 |
Median Market Cap
($ million): |
$563.3 |
| Index: |
Russell 2000
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Key Differentiators:
- True to value style
- Market-cap discipline
- Team management approach
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