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For Institutional Investors in the US

US Small Cap Growth

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

Overview

ABOUT THIS STRATEGY

We believe a research-driven investment process focused on identifying quality small-cap companies with differentiated business models and sustainable competitive advantages will drive outperformance against our benchmark and peers over time. We take a moderate approach, seeking to identify companies with large addressable markets that are poised for growth over a multi-year period.

INVESTMENT APPROACH

Unique Business Models
Seeks small-cap companies that are differentiated from competitors – differentiated business model, innovative approach or unique products or services – that are using their competitive advantages to grow over a multi-year time frame.

Deep, Specialized Team
In-depth fundamental research supported by a broad team of analysts and a team of small-mid specialists, identifies small-cap companies early in their life cycle.

Moderate Approach to Growth
Offers potential for capital appreciation through exposure to small and fastgrowing companies with a focus on resilient business models positioned to weather a variety of market environments.

Portfolio Management

Jonathan Coleman, CFA

Portfolio Manager

Industry since 1994. Joined Firm in 1994.

Scott Stutzman, CFA

Portfolio Manager | Research Analyst

Industry since 2001. Joined Firm in 2007.

Aaron Schaechterle

Portfolio Manager | Research Analyst

Industry since 2006. Joined Firm in 2022.

Performance

RETURNS (%) (As of 03/31/2025)
Composite Net Composite Gross Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Net -8.64 -8.64 -2.74 1.81 11.80 7.14 9.42
Composite Gross -8.44 -8.44 -1.91 2.68 12.75 8.05 10.43
Russell 2000® Growth Index -11.12 -11.12 -4.86 0.78 10.78 6.14 7.29
RETURNS (%) (As of 03/31/2025)
Composite Net Composite Gross Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Net -8.64 -8.64 -2.74 1.81 11.80 7.14 9.42
Composite Gross -8.44 -8.44 -1.91 2.68 12.75 8.05 10.43
Russell 2000® Growth Index -11.12 -11.12 -4.86 0.78 10.78 6.14 7.29
Calendar Year Returns (%)
Composite Net Composite Gross Russell 2000® Growth Index
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Composite Net 13.94 16.04 -24.25 7.49 31.75 30.60 -6.55 24.21 7.02 -0.78
Composite Gross 14.90 17.02 -23.59 8.40 32.85 31.69 -5.75 25.25 7.93 0.06
Russell 2000® Growth Index 15.15 18.66 -26.36 2.83 34.63 28.48 -9.31 22.17 11.32 -1.38

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