Strategies

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

Core

Inception Date

January 2001

Number of Holdings

37

Strategy AUM
(as of Mar. 31, 2020)

$233 million

Mid Cap

Inception Date

April 2002

Number of Holdings

26

Strategy AUM
(as of Mar. 31, 2020)

$202 million

Large Cap Value

Inception Date

April 2002

Number of Holdings

35

Strategy AUM
(as of Mar. 31, 2020)

$525 million

Concentrated

Inception Date

April 2008

Number of Holdings

26

Strategy AUM
(as of Mar. 31, 2020)

$318 million

Small Cap Value

Inception Date

January 2010

Number of Holdings

59

Strategy AUM
(as of Mar. 31, 2020)

$81 million

Micro Cap

Inception Date

April 2014

Number of Holdings

54

Strategy AUM
(as of Mar. 31, 2020)

$14 million