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Small Caps, Big Value

January 2020 

Learn why now may be an opportune time to consider investing in small-cap value stocks, and why it’s critical to choose the right active manager in this dynamic space.

Insight from our sub-adviser Wellington Management
Sean Kammann
Portfolio Manager for Hartford Small-Cap Value Fund
Andrew DeVizio
Equity Investment Analyst


  • Small-cap value stocks have recently traded at a deep discount to their small-cap growth counterparts. But, if history is any guide, the tide could turn back in favor of small-cap value—perhaps soon. 
  • Small-cap value combines the best of two worlds: Small-cap stocks, which have offered a risk premium over large-cap stocks; and value stocks, which have offered a risk premium over growth stocks.
  • We believe the potential benefits of investing in this space can be amplified through experienced active management—what we call the “active advantage.”


Investing involves risk, including the possible loss of principal. • Small-cap securities can have greater risks and volatility than large-cap securities.

The views expressed herein are those of Wellington Management, are for informational purposes only, and are subject to change based on prevailing market, economic, and other conditions. The views expressed may not reflect the opinions of Hartford Funds or any other sub-adviser to our funds. They should not be construed as research or investment advice nor should they be considered an offer or solicitation to buy or sell any security. This information is current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Wellington Management or Hartford Funds.


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