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Small Cap Equity Strategy Q2 2020 Review and Outlook: Stock Selection Drove Outperformance for Quarter

July 28, 2020

Despite an unfavorable backdrop, stock selection in industrials and financials led to outperformance for the Glenmede Small Cap Equity Strategy in the second quarter. Portfolio Manager Christopher Colarik discusses the extreme gap between growth and value stock valuations, and the positioning of the strategy for a reversion in that trend.