- Consistent philosophy and process across various market cycles
- Disciplined, repeatable process driven by fundamental research
- Stable, experienced investment team dedicated to small-cap equity
- High quality holdings in terms of earnings, cash flows and balance sheet strength
|As of 7/31/21||1 Month||3 Month||YTD||1yr||3yr||5yr||10yr||Since Inception (8/01/05)|
|Gross Excess Return||2.39||-0.12||-0.47||-3.53||-2.00||-2.53||0.10||1.04|
* Russell 2000 Index
Past performance does not guarantee future results.
Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.
The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.
Head of Small Cap and Portfolio Manager
Years of Experience: 26
Years with Voya: 15
Joseph Basset, CFA
Equity Analyst and Portfolio Manager
Years of Experience: 24
Years with Voya: 16
The principal risks are generally those attributable to stock investing. Holdings are subject to market, issuer, and other risks, and their values may fluctuate. Market risk is the risk that securities may decline in value due to factors affecting the securities markets or particular industries. Issuer risk is the risk that the value of a security may decline for reasons specific to the issuer, such as changes in its financial condition. More particularly, the strategy invests in smaller companies, which may be more susceptible to price swings than larger companies because they have fewer resources and more limited products, and many are dependent on a few key managers.