Managed domestic value equity

Top 10 managers - 1 year

Robotti (Small Cap Comp.)25.3%

James Inv. Research23.9%

Ironwood Capital (Conc. Small Co.)23.9%

Glickenhaus22.6%

Westwood (SMidCap)20.8%

Victory Capital (Mid Cap)20.6%

Winslow Asset (Composite)19.1%

Z.P.R. Inv. (Small-Cap)18.1%

Denver Inv. (Mid-Cap)17.4%

Snyder Capital (Small Cap)17.4%

  

Top 10 managers - 5 years

WCM Inv. (Small Cap)33.8%

Z.P.R. Inv. (Small-Cap)31.9%

Ativo Capital (Small Dynamic)27.9%

Donald Smith (Micro Cap)26.6%

Bares Capital (Micro Cap)24.8%

Wells Capital (Benson Sm. Cap)22.6%

Heartland Advisors (Small Cap)22.6%

Fifth Third Asset (Micro Cap)22.2%

Boston Partners (Small Cap II)21.3%

NWQ Inv. (Small Cap)21.1%

Source: Morningstar Inc.

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Top Performing Managers of Market Neutral (SA Only), 3rd Quarter 2020
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