Glenmede Small Cap Equity Portfolio Class Advisor
GTCSX
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- Glenmede Small Cap Equity Portfolio Class Advisor (GTCSX) is an open-end equity mutual fund managed by Glenmede Investment Management LP that seeks long-term capital appreciation consistent with reasonable risk to principal by investing at least 80% of its net assets in equity securities, such as common stocks and preferred stocks, of U.S. small-cap companies deemed undervalued; small-cap companies are defined as those with market capitalizations within the range of the Russell 2000 Index at its last rebalancing. The fund employs a combination of proprietary fundamental research and quantitative analysis to construct a portfolio of higher-quality value stocks across diversified sectors, including those promoting environmental responsibility and socially conscious practices, with current managers Jordan L. Irving (since February 2018) and Matthew Shannon (since April 2022); it benchmarks performance against the Russell 2000 Index, Russell 2000 Value Index, S&P 500 Index, and Morningstar Small Blend Average. Part of The Glenmede Funds family, GTCSX offers Advisor Class shares with a net expense ratio of 0.94% and total net assets exceeding $1 billion as of recent reports. Glenmede Investment Management LP, the fund's adviser, is an independently owned boutique asset management firm founded in 1956 and headquartered in Philadelphia, Pennsylvania, originally established by the Glenmede Trust Company to manage Pew family trusts; it operates nationally across the United States, serving institutional investors, advisors, consultants, high-net-worth individuals, endowments, and foundations through mutual funds, separately managed accounts, and collective investment vehicles. The firm provides a broad suite of actively managed strategies encompassing equity (large-cap, small/mid-cap, international), fixed income, derivatives-based secured options portfolios, thematic investing, ESG and sustainable solutions, and quantitative approaches across U.S. and international asset classes. Glenmede Trust Company serves as the parent entity with complementary services in wealth management, trust administration, tax planning, and philanthropic advisory. In September 2025, the Small Cap Equity Portfolio underwent a significant repositioning, including a change to its investment objective and principal strategy to more explicitly emphasize investments in undervalued small-cap equity securities. Concurrently, Glenmede Investment Management launched the Energy Resilience Strategy in November 2025, a new thematic equity offering in partnership with its Sustainable Investing Team targeting U.S. mid- and large-cap companies advancing diversified energy sources, efficient technologies, grid modernization, and infrastructure financing amid rising demand from AI data centers. In March 2024, the firm appointed Scott J. Kearney as Director of Global Distribution to drive business development and institutional expansion.