Small Cap Core
Jennison’s Small Cap Core Equity Strategy webpage provides an overview of the strategy, its objective, and investment philosophy.
Overview
- A research-intensive approach is used to build diversified portfolios with stocks in a variety of different industries and sectors
- The team seeks to uncover companies that have attractive valuations and should experience solid earnings growth on an intermediate-term basis
- The underlying philosophy is to buy businesses rather than just stocks
Characteristics & Performance
- Composite Inception: 4/30/98
- Strategy AUM: $2.5 Billion as of 6/30/24
- Benchmark: Russell 2000® Index
- Holdings Range: Typically 110 – 135
- Avg. Position Size: <2.5%
- Turnover: 40– 60% under normal market conditions
- Active Share: Typically >90%
- Cash: <5%
Available Vehicles
- Institutional Separate Account
- Collective Investment Trust
Celebrating 25 Years
In 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.
View the page
Investment Team
Our Small Cap team includes three portfolio managers and a team of professionals. The investment universe is divided by sectors and/or industries, with individual team members having responsibility within their areas of expertise. Portfolio managers and analysts continually discuss the merits and risks of each security, reviewing the fundamental outlook and stock valuation. This interactive process leverages the knowledge and skill of the entire investment team.
Meet the Team
Performance Disclosures: Past performance does not guarantee future results. Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation for additional details, important performance information and disclosures.