- Leverages the skills and philosophy of an experienced small-cap team with proven track record
- Diversification across small- and mid-caps offers potentially higher returns and well controlled risk
- Disciplined, repeatable process driven by fundamental research
- High quality holdings in terms of earnings, cash flows and balance sheet strength
|As of 3/31/19||1 Month||3 Month||YTD||1yr||3yr||5yr||10yr||Since Inception (6/01/12)|
|Gross Excess Return||1.23||0.70||0.70||-4.05||-3.27||-1.16||-||-1.19|
* Russell 2500 Growth 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: 13
James Hasso serves as the head of the small cap team and a portfolio manager for the small cap and SMID cap strategies at Voya Investment Management. Previously at the firm, James also covered the financial-related sectors as an analyst. Prior to joining the firm, Jim worked at First Investors Corporation, Valenzuela Capital Partners, Mitchell Hutchins Asset Management and Spears, Benzak, Salomon & Farrell in research analyst/associate portfolio manager capacities. He received a BA in economics from Lehman College and an MBA in finance from Fordham University. James also serves on the Board of Trustees of the New York Foundling established by the Sisters of Charity, holds a seat on the Leadership Council of Americares, and is an active member of the Centennial Society of the Economic Club of New York.
Joseph Basset, CFA
Equity Analyst and Portfolio Manager
Years of Experience: 14
Joseph Basset is an analyst on the small cap team at Voya Investment Management covering the industrials, energy, materials and utilities sectors. He also is a portfolio manager for the small cap and SMID cap strategies. Prior to joining the firm, Joe taught economics and finance at the university level for eight years. He also covered semiconductor, information technology and communication equipment companies for Banc One and One Group Technology Fund. Joe received a BA in economics from Tulane University and an MBA and ABD in finance from the University of Texas. He holds the Chartered Financial Analyst® designation.