For Institutional Investors in the US

Investment Strategies

Name Primary Benchmark Composite Inception Portfolio Managers Available Vehicles
US Small Cap Value Russell 2000® Value Index July 1, 1988
Justin Tugman, CFA
Craig Kempler, CFA
Separate Account
U.S. Mutual Fund
US Small-Mid Cap Value Russell 2500™ Value Index November 1, 2017
Kevin Preloger
Justin Tugman, CFA
Separate Account
U.S. Mutual Fund
US Mid Cap Value Russell Midcap® Value Index October 1, 1998
Kevin Preloger
Justin Tugman, CFA
Separate Account
U.S. Mutual Fund
US Large Cap Value Russell 1000® Value Index October 1, 2006
Kevin Preloger
Separate Account
U.S. Mutual Fund
US All Cap Value Russell 3000® Value Index January 1, 2010
Ted Thome, CFA
Separate Account
Offshore Mutual Fund
Global Value MSCI World Index℠ (Gross) June 1, 2001
Gregory Kolb, CFA
George Maglares
Separate Account
U.S. Mutual Fund
Offshore Mutual Fund
International Value MSCI EAFE® Index (Gross) May 1, 2013
Gregory Kolb, CFA
George Maglares
Separate Account
U.S. Mutual Fund
Click the name for additional important information including objectives, risks, performance history and expense detail.

Perkins Investment Management strategies are being rebranded to Janus Henderson Investors. US Small Cap Value, US Mid Cap Value and US Small-Mid Cap Value strategies will have no material changes to investment staff, portfolio management, analyst resourcing or the long-term, value-oriented investment philosophy. Global Value, International Value, Value Plus Income and US Large Cap Value strategies and associated vehicles will be terminated on or before 4/30/21. US All Cap Value strategy is under review.