About VVISX
The Vulcan Value Partners Small Cap Fund Institutional Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in small-capitalization companies that are believed to be undervalued and possess sustainable competitive advantages. The fund emphasizes a disciplined value investing approach, seeking businesses that generate free cash flow, earn superior returns on capital, and are managed by ethical, skilled, and shareholder-oriented leadership teams. Portfolio construction typically centers on a concentrated group of holdings, often around 20 to 28 companies, with positions sized according to the manager's conviction in the price-to-value gap. The fund generally uses the Russell 2000 Index as a guide for defining small-cap stocks and invests across sectors, with a blend of industries reflected in its top holdings. By targeting companies trading below intrinsic value, the fund aims to reduce the risk of permanent capital loss and achieve attractive returns as market prices converge with underlying business worth. The Vulcan Value Partners Small Cap Fund serves institutional investors seeking exposure to small-cap equities through a value-driven lens, with an investment process designed to prioritize capital preservation and long-term growth.
Fund Family Vulcan Value Partners
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol VVISX
Share Class Institutional Class Shares
Index Russell 2000 Value TR
VVISX had a total return of 13.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.83%.
