Strategies

SCP uses a quantitative and qualitative investment discipline to drive concentrated core and value equity strategies.

Core

Benchmark

S&P 500® Index

Inception Date

January 2001

Number of Holdings

36

Strategy AUM
(as of Jun. 30, 2019)

$398 million

Mid Cap

Benchmark

Russell Midcap® Index

Inception Date

April 2002

Number of Holdings

25

Strategy AUM
(as of Jun. 30, 2019)

$455 million

Large Cap Value

Benchmark

Russell 1000® Value Index

Inception Date

April 2002

Number of Holdings

35

Strategy AUM
(as of Jun. 30, 2019)

$623 million

Concentrated

Benchmark

Russell 1000® Index

Inception Date

April 2008

Number of Holdings

25

Strategy AUM
(as of Jun. 30, 2019)

$407 million

Small Cap Value

Benchmark

Russell 2000® Value Index

Inception Date

January 2010

Number of Holdings

57

Strategy AUM
(as of Jun. 30, 2019)

$127 million

Micro Cap

Benchmark

Russell Microcap® Index

Inception Date

April 2014

Number of Holdings

52

Strategy AUM
(as of Jun. 30, 2019)

$20 million