Vulcan Value Partners Small Cap Fund Institutional Class · NASDAQ:VVISX
Vulcan Value Partners Small Cap Fund Institutional Class — Vulcan Value Partners — Fact Sheet (July 2023)
2 slides from Vulcan Value Partners Small Cap Fund Institutional Class's fact sheet, July 2023
Slide 1: Vulcan Value Partners Small Cap Fact Sheet
VULCAN FACT SHEET VALUE PARTNERS Small Cap As of 06/30/2023 Since INVESTMENT STRATEGY YTD 1YEAR 3 YEAR 5 YEAR 10 YEAR Inception Small Cap Composite (Gross) 13.2% 8.2% 9.9% 2.4% 6.5% 8.4% Small Cap Composite (Net) 12.8% 74% 9.1% 1.5% 5.6% 7.4% Russell 2000 Value Index 2.5% 6.0% 15.4% 3.5% 7.3% 5.7% R
Slide 2: Disclosures
VULCAN FACT SHEET VALUE PARTNERS Small Cap Disclosures The performance presented is for Vulcan's Small Cap Composite. The composite portfolio performance figures reflect the deduction of brokerage or other commissions and the reinvestment of dividends and capital gains. Past performance is no guaran