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Choice Equities Small Caps Are They Cheapest They’ve Been In 20 Years

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Rupert Hargreaves
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Choice Equities Fund’s primary objective is to outperform the Russell 2000 index and S&P 500 over a multiyear time horizon using a value-driven investing strategy. It has achieved this aim. Since its inception in January 2017, the fund has produced an internal rate of return of 16%, versus 6% for the Russell 2000 index and 12% for the S&P 500.

Founded by Mitchell Scott, the firm started life with just $1.1 million in assets under management. According to its latest investor presentation, assets under management today stand at just over $100 million.

Q2 2022 hedge fund letters, conferences and more

Invest ESG Leon Cooperman

According to the fund’s first half 2022 investor...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha