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For Financial Professionals in the US

US Small Cap Growth Managed Account

Our in-depth fundamental research seeks resilient small-cap companies using their competitive advantages to grow over a multi-year time frame.

Overview

About This Portfolio

A moderately positioned U.S. small-cap growth portfolio seeking to provide consistent relative returns with lower volatility than the index. Invests in small-cap companies with differentiated business models and sustainable competitive advantages that we believe are positioned to grow market share regardless of economic conditions.

Why Invest

Unique Business Models
Seeks small-cap companies that utilize their competitive advantages to grow over a multi-year time frame

Specialized Team
In-depth fundamental research supported by a team of analysts, a team of small-mid-cap specialists, and the portfolio management team

Moderate Approach to Growth
Focus on small companies with potential for quick growth and resilient business models positioned to weather various market environments

Portfolio Management

Jonathan Coleman, CFA: Portfolio Manager
Jonathan Coleman, CFA

Portfolio Manager

Industry since 1994. Joined Firm in 1994.

Scott Stutzman, CFA: Portfolio Manager | Research Analyst
Scott Stutzman, CFA

Portfolio Manager | Research Analyst

Industry since 2001. Joined Firm in 2007.

Aaron Schaechterle: Portfolio Manager | Research Analyst
Aaron Schaechterle

Portfolio Manager | Research Analyst

Industry since 2006. Joined Firm in 2022.

Performance

RETURNS (%) (As of 03/31/2025)
Composite Pure Gross Composite Net Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Pure Gross -9.70 -9.70 -3.36 2.00 12.30 7.83 10.36
Composite Net -10.39 -10.39 -6.19 -0.98 9.05 4.70 7.16
Russell 2000® Growth Index -11.12 -11.12 -4.86 0.78 10.78 6.14 7.29

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.

Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross or gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

RETURNS (%) (As of 03/31/2025)
Composite Pure Gross Composite Net Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Pure Gross -9.70 -9.70 -3.36 2.00 12.30 7.83 10.36
Composite Net -10.39 -10.39 -6.19 -0.98 9.05 4.70 7.16
Russell 2000® Growth Index -11.12 -11.12 -4.86 0.78 10.78 6.14 7.29

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.

Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross or gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

Calendar Year Returns (%)
Composite Pure Gross Composite Net Russell 2000® Growth Index
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Composite Pure Gross 14.22 17.02 -23.59 8.40 32.85 31.69 -5.75 25.25 7.93 0.06
Composite Net 10.91 13.64 -25.88 5.25 29.04 27.93 -8.52 21.66 4.79 -2.86
Russell 2000® Growth Index 15.15 18.66 -26.36 2.83 34.63 28.48 -9.31 22.17 11.32 -1.38

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.

Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross or gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

Portfolio

Index represents the Russell 2000® Growth Index

Top Holdings (As of 03/31/2025)
% of Fund
Stride Inc 3.65
SS&C Technologies Holdings Inc 2.41
Descartes Systems Group Inc 2.32
OSI Systems Inc 2.12
Core & Main Inc 2.07
BellRing Brands Inc 1.89
Sensient Technologies Corp 1.86
Shift4 Payments Inc 1.85
Lantheus Holdings Inc 1.83
Bancorp Inc 1.81
TOTAL 21.81
View full holdings
Portfolio Characteristics (As of )
  REP ACCOUNT INDEX
Number of Holdings
Equity Issues		 -
Market Capitalization
Weighted Average		 - -
Portfolio Turnover Rate
(1-year trailing)		 - -
Price/Earnings Ratio
(1-year forward)		 - -
Price/Book Ratio
 - -
Earnings Growth Rate
(1-year forward)		 - -
Sector Allocation % of Fund % of Index % of Fund % of Index As of 03/31/2025
Regional Allocation % of Fund % of Index % of Fund % of Index As of 03/31/2025
Developed vs Emerging Markets % of Fund % of Index % of Fund % of Index As of 03/31/2025
Market Capitalization Range of Equity Holdings % of Fund % of Index % of Fund % of Index As of 03/31/2025

Documents

Related Insights

Our intellectual capital is readily available and central to our Knowledge Shared approach"
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