Small-Cap

Non-U.S. & Global Equity
Southwest Plan Hires Global Equity Manager

The plan concluded a global equity search conducted in the fourth quarter.

04.28.22
Trends
Value Investors Can Focus On More Than Small-Cap Stocks: Alpha Architect

Investors favoring value investing do not need to only focus on small-cap stocks to access the value premium via long-only portfolios, new academic research finds.

04.25.22
International / Global / Emerging Markets
New England Plan Slates Emerging Markets Equity Search

The plan does not currently have a dedicated manager for emerging markets equity.

04.04.22
Small-Cap
Mid-Atlantic County Swaps Small-Cap Managers

Plan switched domestic small-cap value equity managers in the first quarter.

04.04.22
Non-U.S. & Global Equity
Midwest Plan Hires Int’l Small-Cap Mgrs.

Plan added a pair of managers to split a total of 5% to international small-cap equity.

03.24.22
Small-Cap
Midwest 529 Adds Multi-Asset, Small-Cap Equity Strategies

Plan added a multi-asset strategy because of its long-term track record and two small-cap equity strategies to replace existing funds due to outperformance prospects.

03.24.22
Small-Cap
Midwest Plan Adds SCV Manager To Watch List

Domestic small-cap value equity manager was added to watch due to recent changes to the management structure of the strategy.

03.24.22
Credit/Private Debt
Michigan Plan Slates Direct Lending Interviews

Plan will schedule interviews with three direct lending managers after hearing a search report review this week.

03.18.22
Domestic Equity
Southern Plan Slates U.S. Mid-Cap Value Search; Tweaks Int’l Equity Portfolio Structure

The plan will conduct an active domestic mid-cap value equity manager search as part of the second phase of its equity structure review.

03.08.22
Passive Equity
Rocky Mountain Plan Shakes Up Equity Portfolio

The plan moved three of its index funds with Vanguard Group to index funds with Fidelity Investments.

03.07.22