Glenmede Small Cap Equity Portfolio
GTSCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 200 Clarendon Street, Leg13 Boston MA United States of America 02116
- IPO Date
- Dec 31, 1997
- CIK
- 0000835663
- Website
- glenmedeim.com
- Similar Companies
- Business
- Glenmede Small Cap Equity Portfolio (GTSCX) is an open-end mutual fund managed by Glenmede Investment Management LP that seeks long-term capital appreciation consistent with reasonable risk to principal by investing primarily in undervalued equity securities, such as common stocks and preferred stocks, of U.S. small cap companies. The fund normally invests at least 80% of the value of its net assets, including borrowings for investment purposes, in such securities of companies with market capitalizations within the range of the Russell 2000 Index at its last rebalancing; it maintains a portfolio of approximately 87 holdings with low turnover of 18-20%, an expense ratio of 0.74%, and top sectors including technology, financial services, consumer cyclical, industrials, and healthcare. Assets under management stand at approximately $1.1-1.3 billion, with institutional shares requiring a $10 million minimum investment. Glenmede Investment Management LP, the fund's adviser and a subsidiary of The Glenmede Trust Company N.A., was established in 2007 and operates as an independently owned boutique asset management firm offering actively managed equity, derivatives, and thematic strategies across market capitalizations and asset classes through mutual funds like The Glenmede Funds, separately managed accounts, and collective investment vehicles. The firm, headquartered in Philadelphia, Pennsylvania, serves institutional investors including corporations, pension plans, endowments, foundations, and high-net-worth individuals, with total discretionary assets exceeding $11 billion as of late 2023; it traces its roots to The Glenmede Trust Company, founded in 1956 by the Pew family to manage charitable trusts. Recent developments include the May 12, 2025, launch of Institutional Shares for the related Disciplined U.S. Small Cap Equity strategy and the September 2, 2025, repositioning of the SMID Core Equity Portfolio (formerly Women in Leadership U.S. Equity Portfolio) to focus on undervalued U.S. SMID cap equities under new objectives and management, alongside Glenmede Investment Management's November 2025 introduction of the Energy Resilience Strategy targeting U.S. mid- and large-cap companies in energy transition themes. The firm continues to emphasize quantitative and fundamental approaches with team-managed mandates led by portfolio managers Jordan Irving (since 2018) and Matthew Shannon (since 2022), maintaining operations primarily in the United States. No major acquisitions, funding rounds, or name changes for GTSCX itself have been reported in the last 1-2 years.