The Marquette AIM Small Cap Fund has generated an average annual return of 16.70%, which is an alpha of 4.50% annually versus the Russell 2000 over the past 5 years.
The student-managers of the Marquette AIM Funds have generated large alpha based on stock selection and not market timing. The Small Cap and International Equity Funds are sector neutral, which means that the excess returns are produced from fundamental equity research and not trying to pick sector winners. This has been the cornerstone of the AIM program since its inception in 2005 - we aim to produce strong financial research analysts who can work in any segment of the financial services industry.
