SMALL CAP

Competitive Performance With Lower Risk

Our Small Cap investment philosophy is based on the belief that inefficiencies exist in the small cap market that can be exploited through disciplined, active management.

The best way to uncover these inefficiencies, we believe, is by scrutinizing the universe of investable securities through the lens of our time-tested analytical framework, which allows us to identify undervalued investments possessing attractive price appreciation potential.

We believe that an active, value-oriented, concentrated portfolio built through a consistent bottoms-up stock selection process driven by fundamental analysis is the optimal approach to delivering long-term superior investment performance. We believe this process will provide our investors a total return, over a market cycle, that will exceed that of the Russell 2000 Index while serving as a safeguard for our investors from permanent capital loss in unfavorable markets.

Slogan: 
Competitive Performance With Lower Risk