A CULTURE ANCHORED IN ACTIVE MANAGEMENT
Our core competency is crafting portfolios that invest in micro to mid-size companies, and our culture allows each unique, experienced team to employ distinct investment strategies rooted in a research-driven approach to generating alpha. Through our investment process, we strive for early recognition of undervalued or undiscovered stocks and seek to optimize appreciation within a framework of disciplined risk control.
|MARKET CAPITALIZATION RANGE
|MICRO CAP EQUITY
|$50 million to $1.5 billion1
|SMALL CAP EQUITY
|$250 million to $6.5 billion1
|MICRO CAP OPPORTUNITIES
|$1.9 billion and below2
|SMALL CAP OPPORTUNITIES
|$100 million to $7 billion2
|SMID CAP OPPORTUNITIES
|$250 million to $18 billion2
1 Selection universe is tied to the capitalization range of the Russell Microcap®, Russell 2000®, and Russell 2500™ indices, respectively, each year at time of reconstitution.
2 Selection universe is re-evaluated each year at the time of reconstitution of the Russell Microcap® Growth, Russell 2000® Growth and Russell 2500® Growth indices, respectively.
All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
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