Small Cap Core and Growth Strategies
Strategy “time-tested” through multiple market cycles
Exposure to Both Core, Growth and Value Stocks to Weather Multiple Market Environments
Majority of portfolio stocks have little or no debt-- this quality factor helps provide downside protection
Competitive Advantages
Excellent upside capture and downside capture ratios
Compelling risk/reward as measured by information ratio
Positive Stock Selection drives performance
Proven Unique Investment Philosophy
Unique use of Forensic Accounting
Focus on positive business momentum
Positive earnings revisions and cash flow drive performance