Winter Park, Florida (July 2022)-DRZ’s Small-Cap Value strategy placed first in the nation for net positive asset flows in 1H2022 in Callan Associates’ June 30th STAR Report, which monitors flow activity and net asset growth for two quarters ended June 30, 2022. The report ranks best-in-class tax-exempt asset managers across all styles by asset growth. Within the Small/SMID-Cap Value list, DRZ took first place with $1.069 Billion followed by Silvercrest at $570 Billion. This represents a 100.97% net growth increase for DRZ’s Small-Cap Value strategy.
DRZ’s Small-Cap Value strategy is led by Greg Ramsby and Randy Renfrow, CFA. “This is an exciting time for Small-Cap Value stocks, and we are pleased to see so much interest in DRZ’s bottom-up fundamental work in the space,” said Greg Ramsby when asked about the STAR report. “I’d like to congratulate the investment team as well as our marketing group for the exceptional asset growth this year.”