Transamerica Small Cap Value I2 (0P0000VDQB)

Overview

The fund is managed by a sub-adviser, Systematic Financial Management, L.P., that specializes in investing primarily in small-capitalization companies. The investment strategy focuses on allocating at least 80% of the fund's net assets, including any borrowings for investment purposes, towards equity securities. These investments target companies that fall within the market capitalization range of the Russell® 2000 Index, defining them as small-capitalization companies. This approach is conducted under normal market conditions, showcasing a specialized focus on a specific segment of the equity market.

Products and Services

Systematic Financial Management, L.P., offers targeted investment services focusing on small-capitalization equities, designed for investors looking to expose their portfolio to this specific market segment. The services include:

• Equity Investments in Small-Capitalization Companies - The sub-adviser's primary service involves investing at least 80% of the fund's net assets in equity securities of companies with a market capitalization within the range of the Russell® 2000 Index. This is done to provide investors with potential growth opportunities by tapping into the small-cap market segment.
• Market Capitalization Focus - The service is particularly tailored to companies within the small-capitalization range, as defined by the Russell® 2000 Index. This tight focus ensures that investments are made into companies that are believed to have significant potential for growth and valuation increase, while still operating within a defined market cap range to manage risk.