Our Process
Since its inception, Conestoga Capital Advisors has followed a disciplined planning process. Our expert team focuses their thorough research efforts on identifying companies capable of delivering enduring investment returns.
Stages
Key Points
Idea Generation
Generalist approach by experienced portfolio managers/analysts. Internally sourced ideas complemented by select external sources.
Research
Focused effort to develop a comprehensive understanding of the business, the financial characteristics, capital structure, and management.
Buy Decision
Companies will meet our criteria and, according to our analysis, must have the potential to appreciate at least 100% over our longer-term time horizon.
Portfolio Construction
Client portfolios will be fully invested and diversified across industries.
Sell Discipline
Allow successful companies to grow while controlling portfolio risk. Remove companies that fail to meet our expectations.