Small-Cap

Domestic Equity
Florida Fire Plan Swaps Smid-Cap Mgrs.; Continues Direct Lending Discussions

The plan is swapping domestic small- to mid-cap value equity managers this month and will have further discussions on direct lending at its February board meeting.

01.07.22
Small-Cap
New England Plan Nears Small-Cap Value Selection

The plan will interview three firms later this month in a search to replace incumbent LMCG Investments.

01.05.22
Industry News
Shelton Capital Acquires Vitruvian Capital

The acquisition took effect on Jan. 3.

01.04.22
Non-U.S. & Global Equity
Conn. Plan Circles Back To Emerging Mkts. Small-Cap

The plan will conduct a detailed review of its emerging markets equity portfolio that will include small-cap candidates next month.

12.22.21
Small-Cap
Northeast Plan Seeking Maiden Small-Cap Growth Mgr.

The plan is searching for its first domestic small-cap growth equity manager to handle between $8 million and $10 million.

12.21.21
Multi-Asset/Investment Advisor
Calif. County 457 Eyes Target-Date Fund Mgr. Search

The plan will conduct a target-date fund manager search to potentially replace an existing mandate.

12.20.21
Asset Study/Review
Calif. County To Implement New A/A

The plan will implement its recently approved asset allocation policy in three phases.

12.14.21
Small-Cap
Calif. Plan Approves Small-Cap Value Search

Plan approved a search for a domestic small-cap value equity manager due to organizational changes at its incumbent firm.      

12.09.21
Industry News
Wasatch Global Investors Founder Dies

The founder started the small-cap equity firm in 1975.

12.09.21
Domestic Equity
West Coast 457 Selects U.S. Small-Cap, Fixed-Income Mgrs.

The plan is nearing the conclusion of its domestic small-cap equity and fixed-income manager searches.

12.03.21