WHV Investment Management [profile]
has launched a small cap fund, according to the San Francisco-based company.
The WHV/Seizert Small Cap Value Equity Fund
will be managed through a sub-advisory agreement with Seizert Capital Partners
. The fund's managers are founder and CEO Gerald Seizert
and portfolio managers Thomas Kenny
and Andrew Jones
“Our process is guided by a philosophy that market inefficiencies and emotion can cause significant undervaluation, and we invest in companies that we believe are trading at a substantial discount to their estimated intrinsic value," said Seizert.
The fund will invest at least 80 percent of assets in small market capitalization companies believed to be trading below their perceived value, according to WHV.
first reported the news
in July when WHV Investment Management filed with the SEC to launch the fund.
Here is the press release:
Company Press Release
WHV INVESTMENT MANAGEMENT LAUNCHES SMALL CAP VALUE FUND
New Partnership with Institutional Manager Seizert Capital Partners Broadens Boutique Equity Offerings
SAN FRANCISCO–October 8, 201 3–WHV Investment Management (“WHV”) announced the opening of the WHV/Seizert Small Cap Value Equity Fund (Class I: WVSIX; Class C: WVSCX; Class A: WVSAX), which will be managed through a sub-advisory agreement with Seizert Capital Partners (“Seizert”), an equity asset manager with decades of value investing experience and a broad base of institutional clients.
The mutual fund and new relationship with Seizert are the result of WHV’s focus on building a platform of high-quality boutique asset managers that provide differentiated investment options for clients. WHV’s goal is to expand its product platform through new partnerships and strategic acquisitions.
“The WHV/Seizert Small Cap Value Equity Fund increases our small cap equity investment capabilities with a premier sub-advisory partner that offers an institutional-quality, value-centric investment process and strong performance record,” said WHV Chief Executive Officer Andrew Turner, Ph.D. “We share and appreciate the Seizert team’s client focus and commitment to product quality.”
Seizert manages with a value-oriented approach that uncovers misunderstood or neglected small cap stocks whose prices do not reflect their underlying strength and opportunity. Utilizing a team approach, Seizert conducts bottom-up research through quantitative screening and fundamental analysis. The Fund’s portfolio invests in 50-70 companies that Seizert believes are undervalued relative to their growth, cash flow, earnings and/or underlying assets.
The fund is sub-advised by Gerald L. Seizert, CFA, CIC, founder and Chief Executive Officer of
Seizert, and Portfolio Managers Thomas P. Kenny, CFA, and Andrew M. Jones.
"We are pleased to apply our extensive institutional investment experience and proven process toward discovering undervalued companies for the WHV/Seizert Small Cap Value Equity Fund,” said Gerald Seizert. “Our process is guided by a philosophy that market inefficiencies and emotion can cause significant undervaluation, and we invest in companies that we believe are trading at a substantial discount to their estimated intrinsic value.”
Visit www.whv.com if you would like more information about the WHV/Seizert Small Cap Value Equity Fund, including risks, charges, and expenses, or call the WHV Sales Support team at 855-417-8174 if you are a financial intermediary. If you are a direct investor, please call 888-948-4685 for additional information.
ABOUT WHV INVESTMENT MANAGEMENT
Founded in 1937 in San Francisco, WHV Investment Management provides personalized client service and a high quality portfolio management services to institutional clients and financial intermediaries. As of September 30, 2013, WHV had approximately $13.4 billion in total assets under management. More information is available at www.whv.com.
ABOUT SEIZERT CAPITAL PARTNERS
Founded in 2000 and headquartered in Birmingham, Michigan, Seizert Capital Partners uses a proven, fundamental investment discipline to drive core and value equity strategies to consistently outperform over the long term. As of September 30, 2013, Seizert managed $4.1 billion in assets. Additional information is available at www.seizertcapital.com.
Jane Ingalls 303-809-5986 firstname.lastname@example.org
The Fund’s investment objectives, risks, charges and expenses should be considered carefully before investing. The statutory and summary prospectus contain this and other important information about the Fund and may be obtained by visiting www.whv.com. Financial intermediaries please contact the WHV Sales Support team at 855-417- 8474 or direct investors please call 888- 948-4685 for additional information. Please read the prospectus carefully before investing.
Mutual fund investing involves risk. Principal loss is possible. There is no assurance that the investment process will consistently lead to successful results. Value investing involves risks and uncertainties and does not guarantee better performance or lower costs than other investment methodologies. Investments in smaller companies involve additional risks such as limited liquidity and greater volatility. Past performance does not guarantee future results.
The WHV/Seizert Small Cap Value Equity Fund is distributed by Foreside Funds Distributors LLC, Berwyn, PA.
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