Wilshire Funds(2)

Pairing Active Managers for Alpha Generation

Wilshire Small Company Growth Fund

US> Small-Cap > Value

Jun 15, 2017

When distinguished fund managers are paired in a single fund, investors have a higher probability of generating returns with the potential to exceed market averages. Nathan Palmer explains how the Wilshire Small Company Growth Fund benefits from a mix of complementary investment approaches aimed at reducing active and total risk in the portfolio in addition to delivering consistency. 

Multi-Manager Approach to Small Cap

Wilshire Small Cap Value Portfolio

US> Large-Cap > Growth

Apr 17, 2015

A central tenant of Modern Portfolio Theory (MPT) is to combine assets with low correlations to maximize expected return for a given amount of risk. The Wilshire Small Cap Value Portfolio attempts to apply Modern Portfolio Theory, but at the asset class level. Portfolio manager Nathan Palmer focuses on finding managers that not only have alpha generation potential, but also have varying investment philosophies, processes, and low excess return correlations with one another.