SAN FRANCISCO--(BUSINESS WIRE)--Pacific View Asset Management, LLC (“Pacific View”), announced today the five-year anniversary of its U.S. Small Cap Growth Strategy. The strategy utilizes a Momentum At a Reasonable Price approach to portfolio construction, which has resulted in outperformance of the strategy's benchmark index. Through the five years ended June 30, 2018, the strategy performed in the top 15% of its peer group with less volatility than the Russell 2000 Growth Index.1
"We believe our Momentum At a Reasonable Price investment process represents a differentiated approach. It has shown that it is possible to generate excess returns with momentum factor exposure while exercising strong valuation discipline,” said Mike Ashton, Portfolio Manager of the strategy. “We think the strategy is well positioned for the years ahead given its low historical downside capture ratio of below 80%."
Since inception, Pacific View has grown into a firm offering a range of investment strategies across multiple asset classes. "We believe reaching the five-year milestone for our U.S. Small Cap Strategy validates the Pacific View model. It enables talented, entrepreneurial investment teams to focus on structuring portfolios and investing, while leveraging experienced professionals to manage the non-investment aspects of the business,” said Kevin Chessen, Co-Founder of Pacific View. “We feel we are on a solid path for future growth as we continue to add specialized strategies in capacity-constrained asset classes."
About Pacific View Asset Management
Founded in 2012, Pacific View Asset Management, LLC is a multi-manager, multi-strategy asset management firm providing best-in-class investment solutions to both private and institutional investors. With a highly entrepreneurial culture, its investment teams are led by talented and experienced professionals operating autonomously to offer clients their unique perspectives and services. Pacific View Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission. Additional information about Pacific View Asset Management is available at www.pacviewam.com or www.adviserinfo.sec.gov/.
1eVestment as of June 30, 2018.