SGL Small Cap Value

The SGL Small Cap Value portfolio model is designed for the risk-tolerant investor with a mid- to long-term investment time horizon. The Targeted Performance for this portfolio is greater than 100 percent of the Russell 2000 Value upside performance with 85 percent market risk over a complete market cycle. The SGL Small Cap Value portfolio is typically 80–100 percent allocated in equity securities. The SGL Small Cap Value strategy invests in smaller market capitalization equity securities.