Ceredex Value Advisors
Ceredex Value Advisors is an institutional investment management firm with a strong history of managing value equity portfolios that span the market capitalization spectrum. Its culture of craftsmanship coupled with a strict enforcement of specific investment guidelines, has enabled it to construct value-oriented portfolios that help clients seek to achieve their goals.
The firm's investment team is adept at managing "the art and the science" of identifying catalysts that may lead to appreciation in undervalued, dividend-paying stocks. Ceredex believes that under-valued, dividend-paying stocks with positive catalysts will yield consistent long-term investment results for clients.
The Ceredex portfolio managers have been together for more than 10 years, giving them a continuity that is not common in the investment industry. We believe that this stability has helped Ceredex deliver very competitive returns to clients over market cycles.
Large Cap Value
Benchmark:
Russell 1000© Value Index
Inception*:
July 1998
AUM** (Mil):
1,381.6
Product Options:
Institutional Separate Accounts
RidgeWorth Large Cap Value Equity Fund
| Typical Attributes | |
|---|---|
| Holdings: | 60 - 80 |
| Active Weights: | 1 - 5% |
| Turnover: | 75 - 100% |
| Typical Sector Weight: | No Formal Restrictions |
| Cash Levels | < 5% |
Mid-Cap Value
Benchmark:
Russell Midcap© Value Index
Inception*:
April 2002
AUM** (Mil):
411.2
Product Options:
Institutional Separate Accounts
RidgeWorth Mid-Cap Value Equity Fund
| Typical Attributes | |
|---|---|
| Holdings: | 60 - 80 |
| Active Weights: | 1 - 5% |
| Turnover: | 125 - 175% |
| Typical Sector Weight: | No Formal Restrictions |
| Cash Levels | < 5% |
Small Cap Value
Benchmark:
Russell 2000© Value Index
Inception*:
January 1998
AUM** (Mil):
715.0
Product Options:
Institutional Separate Accounts
RidgeWorth Small Cap Value Equity Fund
| Typical Attributes | |
|---|---|
| Holdings: | 80 - 100 |
| Active Weights: | 1 - 5% |
| Turnover: | 50 - 75% |
| Typical Sector Weight: | No Formal Restrictions |
| Cash Levels: | < 5% |
* Inception of the institutional composite. The inception of the registered mutual fund may differ.
** As of 6/30/09.
