About the smallcase

Special Situations focuses on uncovering investment opportunities triggered by unique market events such as regulatory changes, corporate restructuring, mergers and acquisitions, or sector-specific catalysts. These special cases often create price dislocations or value unlocks that traditional portfolios might miss. By capitalizing on such distinct drivers, this portfolio aims to deliver outsized returns from opportunities beyond regular market cycles. Investors gain access to companies on the cusp of significant transformation or growth, offering a portfolio positioned for tactical gains.

Live Performance

Unlock all metrics

Login to see the
live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns