Small Cap Value Free Cash Flow

Investment Objective

Systematic’s Small Cap Value Free Cash Flow strategy pursues long-term capital appreciation by investing in undervalued, small capitalization companies trading on US markets.

Investment Philosophy

Buy value at the right price:

  • Identify compelling valuation opportunities
  • Buy only financially strong companies with proven business models
  • A company’s value is based on its discounted future cash flows
  • Focus on companies that can retire all outstanding debt within ten years

Portfolio Management

Lead Portfolio Manager: Kenneth W. Burgess, CFA
Years of experience: 27
Years with strategy: 27 (Since Inception)