Key Highlights
- Growth and momentum stocks continued to perform well, delivering double-digit returns, while the market began to broaden.
- Small and micro-cap value stocks achieved their best quarterly returns since Q4 2023.
- In the quarter, the Deep Value strategy appreciated by +26.50% compared to +6.29% return for the S&P 1500 Value Index and +11.71% return for the S&P 600 Value Index.
- Year-to-date, the strategy’s net returns are +9.20% vs +9.28% and +3.17%, respectively, for the indexes.
- In addition, please check the fund’s top five holdings to know its best picks in 2025.