Small Cap Core

A core portfolio of companies typically between $200m and $3 billion in market cap (at the time of purchase) diversified across industry and Life Cycle.

  • Separate Account Management:
    Account minimum $10 million
  • Mutual Fund (IBSCX):
    Account minimum $100,000

If you are interested in learning more about our products, please contact: Ron Hetzel, CFA (630) 684-8852

Recent commentaries are available for our clients currently invested in this strategy. If you wish to receive the latest commentary, please e-mail us.

Please note these commentaries are not intended as advertisements or recommendations.