Small Company Growth Strategy
The strategy pursues long-term capital appreciation by focusing on small, rapidly growing, and misunderstood companies that have the potential for dramatic price appreciation.
Competitive advantages
Highly experienced
The team’s entrepreneurial and investment-driven style has resulted in stable and tenured teams, style purity, and strong long-term track records.
Consistent implementation
The team seeks a balanced mix of rapidly growing discovery and rediscovery holdings, providing consistent, diversified small-cap growth exposure.
Proven results
The team has produced strong, risk-adjusted returns by exploiting information gaps between a company's true fundamental value and its stock price.
Continuity. Style integrity. Personal service.
The team philosophy uncovers information gaps in small, rapidly growing companies to potentially deliver significant long-term appreciation to clients.
Key risks
Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.
Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions.
Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies.
Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.
Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.
