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.

Small Cap Growth & Concentrated – Q2 2018 Fact Sheets