Equities

Investment Goal

Over a full market investment cycle, we strive to generate more than 200 basis points of annualized alpha with approximately 80-90% of the risk of the market, where market risk is defined as standard deviation, beta or downside capture.

Our Approach

We believe the key to generating consistent investment returns is the selection of investment opportunities that possess attractive valuations and demonstrate identifiable catalysts that are expected to generate accelerated earnings and cash flow growth.
$1.2 Bn1
Equity Strategies
Related Strategies

Strategies

Strategy Assets1

Attributes

Inception Date

Fact Sheet

Small Cap Value
$948.3 M
Focuses on small cap companies with relative valuation discounts and visible catalysts.
10/1/2003
Small Cap Value Strategy Profile (PDF)
Small-Mid Cap Value
$267.6 M
Focuses on small-mid cap companies with relative valuation discounts and visible catalysts.
5/1/2010
Small -Mid Cap Vale Strategy Profile(PDF)
Small Cap Core
$12 M
Focuses on small cap companies with growth catalysts at moderate valuations.
4/1/2019
Small Cap Core Strategy Profile (PDF)

*The strategy is also available in a mutual fund. The prospectus and other shareholder materials for the fund are available here, or you can request a prospectus by calling 1-800-252-4993. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. Please read the prospectus carefully before investing.

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1 As of June 30, 2025. At estimated fair value. Includes all assets managed by the MIM U.S. equities investment team (including assets managed in the related investment strategies shown above).

Investors should carefully consider their investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other information, please email icg@metlife.com to request more information. Please review the Terms of Use of this site for additional details.