Fundamental Small-Cap Core

Fundamental Small-Cap Core

Founded in March 2000, AlphaOne's Fundamental Small-Cap Core is a long-only, equity strategy seeking to provide long-term capital appreciation. The investment team, led by Senior Portfolio Manager Daniel Goldfarb, typically invests in the equity securities of U.S. companies with market capitalizations between $300 and $800 million.

Institutional only

  • March Analysis - The AlphaOne Fundamental Small-Cap Core had a net return of 7.68% in March. The strategy's total return, since inception, stands at 57.31% versus the 34.11% of its benchmark, the Russell 2000 Index.