Quarterly Update
Watch the investment team update for this quarter.
ABOUT THIS STRATEGY
We believe a fundamentally driven investment process, focused on identifying smaller-cap companies with differentiated business models and sustainable competitive advantages, will drive outperformance relative to our benchmark and peers over time. Identifying small-cap companies with the potential to grow into the midcap space allows us the flexibility to hold our positions and capture a longer growth period in a company’s life cycle.
INVESTMENT APPROACH
Unique Business Models
Seeks small-cap companies that stand out from competitors – through differentiated business models, innovative approaches 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 analysts and small-mid-cap specialists who look for small-cap companies early in their life cycle that have the potential to grow into mid-size companies.
Moderate Approach to Growth
The portfolio offers the potential for capital appreciation through exposure to small companies having the potential to quickly grow into mid-size companies with a focus on resilient business models positioned to weather a variety of market environments.
Featured Insight
Equity Perspectives
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
