Returns for periods less than one year are not annualized.
Past performance is no guarantee of future results. Performance figures are stated in U.S. dollars and assume dividends were reinvested for the entire period. Net performance is calculated after deducting a fee that represents the highest fee charged to any account in the composite. Gross performance does not reflect the deduction of management fees. Performance results of clients would be reduced by the firm’s management fees. For example, an account with a compounded annual total return of 10% would have increased by 159% over 10 years. Assuming an annual management fee of 0.75%, this increase would be 142%.
There is no guarantee the portfolio will meet its investment objectives. All investments involve risk, including the possible loss of principal.
Due to the limited focus of this strategy, the Scout Small Cap Strategy is more susceptible to market volatility because smaller companies may not have the management experience, financial resources, product diversification and competitive strengths of larger companies. Additionally, smaller company stocks tend to be sold less often and in smaller amounts than larger company stocks.
The Scout Small Cap Equity Composite includes portfolios that invest in companies with market capitalizations, at the time of purchase, similar to companies in the Russell 2000® Growth Index. The Russell 2000® Growth Index is a non-managed index that is generally considered to approximate movements in the U.S. small-capitalization stock with high growth characteristics. Small Cap portfolios are typically at least 80% invested in companies with market capitalizations less than $3 billion. The Index does not reflect management fees or transaction costs. It is not possible to invest directly in an unmanaged index. Prior to October 2013, the composite benchmark was the Russell 2000 Index.
Frank Russell Company ("Russell") is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. Neither Russell nor its licensors accept any liability for any errors or omissions in the Russell Indexes and / or Russell ratings or underlying data and no party may rely on any Russell Indexes and / or Russell ratings and / or underlying data contained in this communication. No further distribution of Russell Data is permitted without Russell’s express written consent. Russell does not promote, sponsor or endorse the content of this communication.
The eVestment U.S. Small Cap Core Equity Universe consists of U.S. Equity products that invest primarily in small capitalization stocks with fundamental characteristics between growth and value or products that invest in a relatively even mix of growth and value stocks/sectors. The expected benchmarks for this universe would include the Russell 2000®. Managers in this category will typically indicate a “Primary Capitalization Emphasis” equal to Small Cap and a “Primary Style Emphasis” equal to Core.
The firm is defined as Scout Investments, Inc., a wholly owned subsidiary of Carillon Tower Advisers, Inc. Scout Investments claims compliance with the Global Investment Performance Standards (GIPS®). Click here to obtain a copy of the compliant GIPS presentation.