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