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. Primarily 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 a three-to-five year period.

Portfolio Construction and Trading

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.