Small Cap Core
Jennison’s Small Cap Core Equity Strategy webpage provides an overview of the strategy, its objective, and investment philosophy.
In our 25 years of small cap investing, market cycles have come and gone, but the fundamentals of high-quality companies have remained remarkably consistent over this time, in our view. As bottom-up, long-term investors, it is our mission to invest in complex or underappreciated companies and build strong relationships with their management teams.
We believe we are approaching an exciting period for small cap companies. A global change in market conditions is challenging the past market cycle leaders and may be creating an opportunity for a prolonged small cap run. Our disciplined process and our high-conviction portfolios—which offer broad diversification within the small cap asset class—should position us well to capitalize on this potential opportunity.
This information does not constitute investment advice or an offer to invest or to provide discretionary investment management services. Jennison makes no representations regarding the suitability of any securities, financial instruments or strategies described herein. In providing this information, Jennison is not acting as your fiduciary. This information does not purport to provide any legal, tax or accounting advice.
There is no guarantee our objectives will be met. All investments contain risk, including possible loss of principal. The strategy may vary significantly from the benchmark in several ways including, but not limited to, sector and issuer weightings, portfolio characteristics, and security types.
When comparing the performance of a manager to its benchmark(s), please note that the manager's holdings and portfolio characteristics may differ from those of the benchmark(s). Additional factors affecting the performance displayed herein may include portfolio-rebalancing, the timing of cash flows, and differences in volatility, none of which impact the performance of the financial indexes. Financial indexes assume reinvestment of dividends but do not reflect the impact of fees, applicable taxes, or trading costs which may also reduce the returns shown. All indexes referenced in this material are registered trade names or trademark/service marks of third parties. References to such trade names or trademark/service marks and data are proprietary and confidential and cannot be redistributed without Jennison's prior consent. Investors cannot directly invest in an index.
Please visit https://www.jennison.com/gips-small-cap-core-equity-composite for the latest Small Cap Core Equity Composite presentation for additional performance and fee information, and criteria for composite performance creation.