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 Dec. 31, 2020)

$257 million

Mid Cap

Inception Date

April 2002

Number of Holdings

29

Strategy AUM
(as of Dec. 31, 2020)

$286 million

Large Cap Value

Inception Date

April 2002

Number of Holdings

36

Strategy AUM
(as of Dec. 31, 2020)

$849 million

Concentrated

Inception Date

April 2008

Number of Holdings

30

Strategy AUM
(as of Dec. 31, 2020)

$226 million

Small Cap Value

Inception Date

January 2010

Number of Holdings

52

Strategy AUM
(as of Dec. 31, 2020)

$92 million

Micro Cap

Inception Date

April 2014

Number of Holdings

51

Strategy AUM
(as of Dec. 31, 2020)

$15 million