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.

Small Cap Growth & Concentrated – Q1 2018 Fact Sheets

Small Cap Growth – Q4 2017 Fact Sheet