Bottom-up stock selection and disciplined process to uncover future compounders offered in SMA
Small Cap Equity
- Domestic Small Capitalization and Growth Equity.
- Institutional, research driven approach to uncover Future Compounders.
- Build portfolios from the bottom up, investing in companies operating in structurally attractive markets run by strong management teams.
- Take patient yet opportunistic approach to holding higher quality companies over the longer term.
- Construct diversified portfolios structured to capture long-term growth, providing high active share while employing risk management.
- Established strategy, process and discipline.
- Structured and aligned for thoughtful growth.
- Managed by an accomplished team that averages 29 years’ experience with a history of portfolio management and research in Small Caps.