Small Cap Core and Growth Strategies
Our Strategies are time-tested through multiple market cycles
Exposure to Both Core, Growth and Value Stocks to Weather Multiple Market Environments
Many of our 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
We Find Companies where Business is Booming or Recovering
We Focus on Positive Business Momentum that is Sustainable
Positive Earnings Revisions and High Quality Balance Sheets Ultimately Drive Superior Performance