Overview
- A research-intensive approach is used to build diversified portfolios with stocks in a variety of different industries and sectors
- The team seeks to uncover companies that have attractive valuations and should experience solid earnings growth on an intermediate-term basis
- The underlying philosophy is to buy businesses rather than just stocks
Characteristics & Performance
| Composite Inception | 4/30/1998 |
| Strategy AUM | $2.3 Billion as of 3/31/25 |
| Benchmark | Russell 2000® Index |
| Holdings Range | Typically 110 – 135 |
| Avg. Position Size | <2.5% |
| Turnover | 40– 60% under normal market conditions |
| Active Share | Typically >90% |
| Cash | <5% |
Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.
Available Vehicles
Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Manager
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