Phocas Financial manages equity portfolios and sub-advises mutual funds for institutional investors and investment advisors. We specialize in U.S. Small Cap Value equities, U.S. Large Cap Value equities, and U.S. Equity Real Estate Investment Trusts ("REITs"). Our robust investment strategies are designed to deliver attractive long-term returns with low turnover and moderate risk.
Small Cap Value Equities Portfolios
For investors seeking attractive long-term returns with different risk profiles than provided by the large cap equities market, Phocas Financial offers U.S. small cap value equities portfolios. Phocas' refined systematic investment methodology seeks out sound or improving small cap equities which are significantly undervalued relative to their business fundamentals and peer group.
Large Cap Value Equities Portfolios
For investors seeking attractive long-term returns with different risk profiles than provided by the small cap equities market, Phocas Financial offers U.S. large cap value equities portfolios. Phocas' refined systematic investment methodology seeks out sound or improving large cap equities which are significantly undervalued relative to their business fundamentals and peer group.
Equity REITs Portfolios
For investors seeking attractive long-term returns from real estate securities, Phocas Financial offers U.S. Equity REITs portfolios. Our U.S. equity REIT portfolios are typically composed of 25 to 40 REIT stocks which are expected to provide excellent long-term total returns versus related benchmarks with moderate investment risk.
Phocas Financial's patient, methodological approach to investing is designed to help our clients achieve long-term investment success.
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