According to the announcement, the new funds round out the firm’s current value offerings, which include Mid Cap Value (SEVAX) and Large Cap Value (SECIX). The Small Cap Value fund launched in July and the All Cap Value fund launched October 10.
Photograph By Saul Bromberger & Sandra Hoover
Clockwise from top left: Dave Whittall, Scott Klimo, Mark Kress,
Shadi Aboukhater, and John Boich.
Portfolio managers Jim Schier and Mark Mitchell lead a staff of 10 professionals that focus exclusively on SGI’s value style. “We believe these strategies will appeal to both institutional and retail investors while each addresses different investment objectives. The Small Cap Value strategy offers institutional and retail investors exposure to a pure small cap market capitalization style while the All Cap Value strategy provides investors with an unconstrained best ideas value portfolio across the capitalization spectrum,” said Mitchell in the announcement.
Security Global Investors is the asset management arm of Security Benefit Corporation. More information is at www.securitybenefit.com .