31, 2024. That’s much better than the Russell 1000 Value Index’s 9.3% climb and typical large-value rival’s 9.7% mark. Yet the strategy was often more aligned to large-blend for much of that ...

From the time Hartsfield took over as lead manager in July 2017 through October 2024 its A shares’ 8.1% annualized gain trailed its typical rival’s 9.0% and narrowly beat the Russell 2000 ...