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PGIM presents small‑cap value strategy; trustees press on sector and signal persistence
Summary
PGIM representatives reviewed the small‑cap value strategy’s process, AI/research tools, and 1‑year outperformance; trustees questioned sector weights, turnover, and how AI signals persist 6–12 months.
PGIM representatives presented to trustees on April 15 the firm’s small‑cap value strategy, walking through firm scale, team composition, investment philosophy and recent performance.
Pat McMenan (relationship manager) and portfolio manager Chris Zani said the strategy employs a systematic, fundamentally informed model that ranks roughly 2,500 small‑cap names and typically holds 275–375 positions with turnover around 100%…
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