Fuller & Thaler - Behavioral Investment
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Non-Quantitative Strategies

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

Small-Cap Growth Equity

Investment Strategy

  • Using principles of behavioral finance, this strategy capitalizes on the market's under-reaction to favorable information regarding a company's future profitability.
  • Stocks in this strategy on average report higher than expected earnings growth subsequent to purchase.

Characteristics and Performance

  • Please contact us for additional information on this strategy.