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Introducing the 361 U.S. Small Cap Equity Fund

Webinar Replay

Listen to the interactive Q&A webcast as we discuss why 2017 is the time to increase portfolio allocations to small cap equity, as well as introduce the 361 U.S Small Cap Equity Fund.

The replay discusses:

  • Market observations and the opportunity for Small Caps in 2017
  • Introduction to the 361 U.S. Small Cap Equity Fund (ASFZX)
    The strategy launched nine years ago and was previously only available
    through institutional separate accounts

About the Fund

361 U.S. Small Cap Equity Fund (ASFZX)

Stemming from 30 years of research, the Fund’s unique approach is based on a time-tested quantitative process that seeks to take advantage of earnings and estimate revisions by investment analysts.

  • Behavioral Driven

Based on 30 years of research, the Fund’s quantitative process taps into behavioral biases in an attempt to identify stocks poised for appreciation.

  • Capital Appreciation

Seeks growth by outperforming the Russell 2000 Index over a full market cycle through exposure to U.S. small cap companies.

  • Alpha Seeking

Provides a compelling alpha source by forecasting changes in analyst estimates and corporate earnings announcements, which we believe drive stock prices.


Click here to learn more about the Fund.

Register for Replay


John R. Riddle, CFA
Co-Chief Investment Officer
Portfolio Manager

Cliff Stanton, CFA
Co-Chief Investment Officer

Josh Vail, CAIA
Senior Vice President

The Opportunity in U.S. Small Cap Equities

For Investment Professionals Only