Carrying the highest degree of risk of any of UCF’s domestic funds, the Small Cap Equity Fund invests primarily in a diversified portfolio of US small capitalization stocks typically with an average market capitalization under $1.5 billion.

Organization Management

Channing Capital Management

Channing Capital Management is a Chicago-based boutique investment management firm providing investment advisory services to institutional investors. Since our founding in 2003, our portfolios have been managed by one disciplined approach: Intrinsic Value. Our research-intensive process allows us to build portfolios positioned to generate solid long-term performance.

BlackRock

BlackRock, Inc. is an American global investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is today the world’s largest asset manager with $5.98 trillion in assets under management.

Westfield Capital Management

Westfield manages a US small cap growth portfolio, utilizing a team approach to stock analysis based on in-depth, fundamental investing. With a focus on domestic growth equities, Westfield seeks high earnings growth companies trading at reasonable price-earnings ratios and valuations. Founded in 1989, Westfield is located in Boston and manages over $14 billion.
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UCF 2021 Shareholder Resolutions

On behalf of our clients, UCF works to encourage responsible corporate citizenship in the companies we invest in. One way we do this is by filling shareholder resolutions that bring up specific issues for vote by shareholders to help create a just world for all.

Amex Shareholders Overwhelmingly Support Diversity, Equity, Inclusion Disclosure

UCF, alongside shareholder advocacy group, As You Sow, co-filed a shareholder resolution asking for more data on the effectiveness of American Express’s diversity and inclusion program. A strong 60% majority of shareholders voted in favor of the resolution at the recent annual general meeting.

The Race to Save Our Planet: Climate Change Pressures Ratcheting Up

Matthew Illian, Director of Responsible Investing, discusses the pressure being applied to corporations to protect our planet and the strategic partnership to address climate issues.