Our strategies

Small capitalization companies

A concentrated portfolio of global, international, and emerging markets small
capitalization stocks employing a fundamental approach to identify companies
with unrecognized and accelerating earnings growth potential.

Highlights

Small Cap Specialist: Exclusively focused on the small cap market

Experienced and Stable Team: Seasoned partners with proven investment results

Rigorous Research: Detailed fundamental research supported by management meetings and secular themes

Robust Portfolio Construction: High conviction portfolios driven by security selection and designed to mitigate factor risks

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Philosophy

Earnings growth per share drives stock prices

Secular growth themes support outperformance

Identify good companies with unrecognized growth potential

Long-term investment horizon for value realization

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Investment process
Research Prioritization of 11,000 names

Engage with companies, including around 1,000
management meetings per year

Analyze the universe based on capitalization and quality metrics
Fundamental Research

Rigorous bottom-up analysis on 250-300 names

Seek undiscovered value in companies with strong earnings growth

Forecast intrinsic value using a range of valuation tools
Investment Themes

Find companies expected to benefit from secular growth themes
Environment, Social & Governance

ESG factors integrated into investment analysis

Utilize proprietary scoring system designed for the small-cap universe
Portfolio Construction & Risk Management

Build high conviction portfolios of 50-70 stocks

Focus on adding value from security selection and minimizing factor risk

Global Small Cap Strategy

A concentrated portfolio of global small capitalization stocks employing a fundamental approach to identify companies with unrecognized and accelerating earnings growth potential.

International Small Cap Strategy

A concentrated portfolio of non-North American developed countries (EAFE) small capitalization stocks employing a fundamental approach to identify companies with unrecognized and accelerating earnings growth potential.

Emerging Small Cap Strategy

A concentrated portfolio of emerging markets small capitalization stocks employing a fundamental approach to identify companies with unrecognized and accelerating earnings growth potential.