Our Philosophy

We believe that investors can earn a premium return in small to mid capitalization growth equities by identifying higher quality companies capable of growing through multiple business cycles. We seek to take advantage of the inefficient discovery process for small and mid-sized companies and other investors’ focus on near-term earnings.

Key Tenets of Our Style

•  We build Small Cap portfolios consisting of 45 to 50 stocks and SMid Cap portfolios consisting of 40 to 60 stocks. Portfolios are invested in companies which we believe offer high-quality sustainable growth, diversified across economic sectors.

•  We take a long-term investment horizon which results in a low portfolio turnover rate of approximately 20-30%.

•  We seek to provide attractive risk and reward characteristics relative to benchmarks and other Small or SMid capitalization growth managers.