Fuller & Thaler - Behavioral Investment
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Strategies

Concentrated
Non-Quantitative Strategies

Long-only
Micro-Cap
Small-Cap Core
Small-Cap Growth
Small-Cap Value

Long/Short - Absolute Return
Market Neutral

Mutual Funds (Sub-advised)
Behavioral Value Fund

Diversified Strategies
Behavioral Core Small Cap

Behavioral Core Small Cap

Investment Strategy

  • This diversified strategy starts with our proprietary index based on size and valuation, which provides a risk profile similar to the Russell 2000 but with higher expected returns.
  • The strategy then adds a behavioral overlay, buying stocks where investors have over-reacted to negative information and under-reacted to good surprises and good productivity.

Characteristics and Performance

  • Please contact us for additional information on this strategy.