J.L. Kaplan Associates

Small & Mid Cap Value Strategies

Seeking long-term performance through a rigorous fundamental approach to value investing

Led by Paul Weisman, J.L. Kaplan Associates, LLC manages value-oriented portfolios of small and mid cap domestic equities based on their potential for long-term capital appreciation. The team invests in companies that meet stringent value criteria, selecting those offering long-term price appreciation potential due to a combination of management stability, transparent, conservative accounting, the ability to produce high sustainable returns on equity and a market price that appears low relative to intrinsic value or asset valuation.

As of September 30, 2008, J.L. Kaplan Associates had $483.6 million in assets under management.