Our Philosophy
We believe investors should be compensated for the risks they take — in all market environments and any investment strategy.
Overview
Consistent Performance in a Challenging Market Segment
Investors often find small cap stocks difficult to navigate due to lack of information, low liquidity, and high trading costs. We solved for those challenges with a systematic investment process that selects high quality companies and carefully mitigates risk we believe to be uncompensated.
Benefits
Seeks Capital Appreciation With Compelling Risk-Adjusted Returns
Consistent, Style Pure Approach, Seeking to Deliver on Objectives
Transparent, Cost-Effective Active Management
Who it's for
Investors Seeking Superior Risk-Adjusted Returns
Designed to potentially outperform with a diverse core portfolio of quality small companies.
Investors Seeking a Consistent Small Cap Approach
Style pure portfolio constructed with repeatable, proven processes that seek to deliver as intended.
Investors Seeking Cost-Effective Active Management
A systematic approach enables access to drivers of excess return, cost-effectively.
Portfolio
Select a StrategyRelated Content
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Interested in learning more about our investment strategies?
All securities investing and trading activities risk the loss of capital. Each portfolio is subject to substantial risks including market risks, strategy risks, advisor risk, and risks with respect to its investment in other structures. There can be no assurance that any portfolio investment objectives will be achieved, or that any investment will achieve profits or avoid incurring substantial losses. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Risk controls and models do not promise any level of performance or guarantee against loss of principal. Any discussion of risk management is intended to describe NTAM’s efforts to monitor and manage risk but does not imply low risk. This information is general in nature and should not be construed as tax advice. Please consult a tax advisor or professional as to how this information may affect your particular circumstance.
Not FDIC Insured | May Lose Value | No Bank Guarantee
Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.