Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
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.
Quarterly Update
Watch the investment team recap this quarter. (Note: Filmed in July 2024).
