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SMID Cap Value

The SMID Cap Value strategy provides exposure to the small and mid-sized capitalization segment of the value equity market through a fundamental, contrarian, bottom-up investment process.


Aims to provide long-term capital appreciation through a concentrated portfolio of small and mid-sized capitalization value equity securities


A conviction weighted portfolio consisting of our best 50-70 small and mid-cap value investment ideas, benchmarked against the Russell 2500 Value Index. The strategy is managed by Senior Portfolio Manager Josh Schachter, CFA and Portfolio Manager Phil Greenblatt, CFA.


Deep Research

Thorough reviews are conducted on each company to ensure they are in line with our investment thesis and upside target potential return

Risk Management

We invest in companies with low financial risk and pay attention to diversification by being conscious of sector and industry exposures

Why Easterly SMID Cap Value?

People: An experienced and dedicated investment team
Process: Opportunistic, disciplined and time-tested
Philosophy: A contrarian view on investing, incorporating modern behavioral finance research

For more information on this strategy, pleasecontact us.

Easterly Acquisition 205 Hudson Street, 7th Floor, 10013 617-303-4800