Allcroft Winthorp Reopens Small Cap Value Fund

Defensive small-cap value fund focuses on high-quality companies with strong balance sheets and stable earnings trading at attractive valuations

Allcroft Winthorp announced the reopening of the Small Cap Value Fund, a defensive small-cap value fund which seeks to provide attractive returns over a full market cycle by mitigating losses in down markets while participating in up markets.
"If, as we expect, a rotation to higher-quality securities is underway within the small-cap value segment, then investors should be well served by our investment team?s emphasis on defensive quality stocks," said Adham Al Ghurair, Allcroft Winthorp' Chief Investment Officer. "By focusing on attributes such as strong balance sheets and solid, recurring free cash flows, our research process has historically helped mitigate losses or minimize losses in periods of greater volatility while capturing attractive long-term performance over full market cycles," continued Mr. Adham Al Ghurair.
"A recent increase in volatility in small cap stocks has provided new buying opportunities," said Kalifa Lootah, Portfolio Manager of the Small Cap Value Fund. The Board of Trustees and the portfolio managers responsible for the strategy cite the available investment opportunities as the reasoning the fund has the ability to prudently take on additional assets.
The Fund measures stock quality based on strict evaluation criteria around balance sheet strength, earning stability and operating efficiency. These types of metrics may indicate stocks' performance potential in different market cycles, with higher-quality securities ? what the firm calls "defensive quality" ? providing potential for stronger long-term returns with notably less downside exposure than lower-quality stocks.
Product capacity is a subject we take very seriously. Allcroft Winthorp is in the business of generating superior returns for its clients and, as such, it works diligently to establish controls that prevent any factors or circumstances that would compromise the company?s ability to execute its strategy.

About Allcroft Winthorp
Allcroft Winthorp offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of clients in more than 40 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, the firm believes our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. Allcroft Winthorp combines the resources of a large, global, diversified multi-asset manager with the small-company feel of an independent, privately held partnership.

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