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.
