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THE DATA TELLS THE STORY
Monthly, we review quantitative screens of small company stocks based on market capitalization and search for quality companies that have positive business momentum. We assess the quality and sustainability of each company’s business momentum, including an examination of the health of the cash flow, and changes to company balance sheets. Our goal is to produce returns that are greater in market up-turns with lees than market participation in stock market down-turns.

RECOGNIZING FUTURE OPPORTUNITIES
We are experts at identifying critical turning points in a company’s success. We construct a pipeline of new ideas, including near-term candidates that we designate “future opportunities”.

ADDING VALUE THROUGH INSIGHT
We gain insights into companies by poring over several years’ worth of financial statements. We use our comprehensive analysis to capitalize on unique opportunities.