The Microcap Core Equity strategy seeks to provide superior long-term investment returns compared to the Russell Microcap Index, while taking a low risk approach to microcap investing. We believe that portfolios of neglected microcap companies with low valuations, long-term attractive business fundamentals and near-term profitability improvement potential should produce superior absolute and risk-adjusted returns over time.
Portfolio construction:
The Small Cap Core strategy seeks to provide superior long-term investment returns compared to the Russell 2000 Index, while taking a low risk approach to small company investing. We believe that portfolios of neglected small cap companies with low valuations, long-term attractive business fundamentals and near-term profitability improvement potential should produce strong absolute and risk-adjusted returns over time.
The SMID Cap Growth strategy seeks superior capital appreciation through careful selection from a universe of high-quality, small- and mid-capitalization growth companies. We generally invest in profitable companies selling at reasonable vaulations utilizing a bottom-up fundamental approach. We are a conservative growth investor and invest in companies for long-term capital appreciation which results in below average turnover.
*Subject to client specific restrictions
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