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Welcome to the RBC Global Asset Management site for Institutional Investors

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This RBC Global Asset Management (U.S.) Website is intended for institutional investors only.

For purposes of this Website, the term "Institutional" includes but is not limited to sophisticated non-retail investors such as investment companies, banks, insurance companies, investment advisers, plan sponsors, endowments, government entities, high net worth individuals and those acting on behalf of institutional investors. The Website contains information, material and content about RBC Global Asset Management (collectively, the “Information”).

The Website and the Information are provided for information purposes only and do not constitute an offer, solicitation or invitation to buy or sell a security, any other product or service, or to participate in any particular trading strategy. The Website and the Information are not directed at or intended for use by any person resident or located in any jurisdiction where (1) the distribution of such information or functionality is contrary to the laws of such jurisdiction or (2) such distribution is prohibited without obtaining the necessary licenses and such authorizations have not been obtained. Investment strategies may not be eligible for sale or available to residents of certain countries or certain categories of investors.

The Information is provided without regard to the specific investment objectives, financial situation or particular needs of any specific recipient and does not constitute investment, tax, accounting or legal advice. Recipients are strongly advised to make an independent review with an investment professional and reach their own conclusions regarding the investment merits and risks, legal, credit, tax and accounting aspects of any transactions.

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We believe that by investing in small cap companies that demonstrate long-term attractive business fundamentals, near-term profitability improvement potential, strong finances, capable management, and attractive/low valuation the Small Cap Value strategy can produce superior investment returns and risk control over time.

Strategy overview

Belief that strong absolute risk-adjusted returns can be generated over time by investing in neglected companies with:

  • Sound long-term business fundamentals
  • Near-term profitability improvement
  • Low valuations at the time of purchase


Investment process

  • Begin with universe of approximately 1,500 publicly traded companies with market capitalizations within the range of the Russell 2000 Value Index
  • Intelligence pool includes more than 1,000 face-to-face company meetings per year
  • In-depth and rigorous long-term fundamental research drives security selection

Portfolio construction

  • Well-diversified portfolios holding 70-100 issues
  • Majority of returns sought from stock selection
  • Maximum in a single security: 5%
  • Maximum in a single sector: 2x Russell 2000 Value Index weight
  • Fully invested in equities – no market timing
  • Low portfolio turnover: 30-50%

Additional information

Primary benchmark
Russell 2000 Value Index
Segregated Fund, Separate Account, US Mutual Fund, Canadian Mutual Fund

Portfolio managers

Investment team

​RBC U.S. Value and Core Equity team

A focus on best ideas stock selection in U.S. small and mid-cap core and value businesses

Connect with our team to learn more

Contact us

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