Small Cap Value


Hudson Edge Investment Partners’ value driven and risk averse domestic equity investment process has been employed in its current form since 1990. The equity team screens for disciplined companies with improving cash flows selling below their discounted present value. Rigorous qualitative fundamental analysis is applied to make the final security selection. During this analysis, the equity team focuses on undervalued companies that operate from a position of competitive advantage and whose management team understands the principles of shareholder wealth creation.

In order to reduce portfolio volatility the funds maintain exposure to all major industry sectors. Each fund strategy maintains guidelines that limit its sector allocations to between 50% and 150% of a designated market benchmark. Additionally, this process serves to reduce systematic risk and allows Hudson Edge Investment Partners’ superior stock picking abilities to generate alpha for its clients.


Small Cap Value Equity

Market Cap Range Number of Holdings Minimum Institutional
Investments
> $200 million – $4 billion 65 – 75 $1 million

Meet the Small Cap Value Equity Team

David Ayres, CFA - Hudson Edge Investment Partners

David Ayres, CFA

Portfolio Manager
Geoffrey Hauck, CFA -Hudson Edge Investment Partners

Geoffrey Hauck, CFA

Portfolio Manager
Helena Scholz, CFA - Hudson Edge Investment Partners

Helena Scholz, CFA

Portfolio Manager
Michael Pendergast, CFA - Hudson Edge Investment Partners

Michael Pendergast, CFA

Chief Investment Officer
Matthew Kosara, CFA - Hudson Edge Investment Partners

Matthew Kosara, CFA

Chief Risk Officer

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