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 Dec. 31, 2019)

$356 million

Mid Cap

Benchmark

Russell Midcap® Index

Inception Date

April 2002

Number of Holdings

26

Strategy AUM
(as of Dec. 31, 2019)

$375 million

Large Cap Value

Benchmark

Russell 1000® Value Index

Inception Date

April 2002

Number of Holdings

33

Strategy AUM
(as of Dec. 31, 2019)

$700 million

Concentrated

Benchmark

Russell 1000® Index

Inception Date

April 2008

Number of Holdings

26

Strategy AUM
(as of Dec. 31, 2019)

$437 million

Small Cap Value

Benchmark

Russell 2000® Value Index

Inception Date

January 2010

Number of Holdings

57

Strategy AUM
(as of Dec. 31, 2019)

$130 million

Micro Cap

Benchmark

Russell Microcap® Index

Inception Date

April 2014

Number of Holdings

58

Strategy AUM
(as of Dec. 31, 2019)

$21 million