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 |
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.