The Undiscovered Managers Behavioral Value Fund—a highly regarded actively managed mutual fund—focuses on capital appreciation by investing primarily in U.S. small-cap value stocks. The fund’s strategy is rooted in behavioral finance principles, aiming to capitalize on market overreactions and underreactions to company information, particularly among undervalued stocks with attractive fundamentals. Managers specifically look for companies experiencing significant insider buying, strong share repurchases, or evidence of overlooked positive developments, targeting firms whose market capitalizations align with those found in the Russell 2000 Value Index. With a cost advantage over many peers and a portfolio that is concentrated yet diversified across sectors, the fund maintains a notable underweight to quality and higher exposure to yield compared to category peers. Since its inception, the fund has earned recognition for its strong risk-adjusted performance and disciplined investment process, making it a prominent choice for investors seeking exposure to value-driven, small-cap U.S. equities.
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