|Objective & Approach|
|The objective of the Walden Small Cap strategy is to outperform the Russell 2000 Index with less risk over a full market cycle. The strategy identifies high quality companies that have a product or service with a distinct innovation leveraged to a favorable secular trend, such as resource conservation, healthy living, or improved medical care. The portfolios are broadly diversified and possess portfolio characteristics superior to the small cap equity market.
The long‐term sustainability of a business is also connected, in part, to its treatment of customers, workers, communities, and the natural environment. Hence, in addition to traditional financial analysis, Walden evaluates companies on their environmental, social and corporate governance (ESG) performance. We evaluate practices relative to peers, improvement over time, management systems, and accountability through public reporting and responsiveness to shareholders.
Walden advocates for improvements in portfolio company ESG practices through dialogues, meetings and shareholder resolutions. Walden’s ESG engagement activities focus on areas that help better position companies in a competitive marketplace.
|Asset Class||Small Cap|
|Benchmark||Russell 2000 Index|
|Inception Date||January 1, 1998|
|Vehicles*||Separate accounts, mutual fund|
|Number of Holdings||Approximately 100|