- Integrity Micro Cap Value Equity Strategy Third Quarter 2026 Performance Summary Integrity Micro Cap Value Equity added ANI Pharmaceuticals, N-able, Arrow Financial, Orion180, NN, Limbach, Camping World and OneWater, while selling MarineMax and German American Bancorp. The strategy argues that small-cap balance sheets are stronger than feared and that cheap relative valuations, projected earnings growth and mean reversion could support a recovery despite rate headwinds. Third Quarter 2026 —
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