Overview
- A bottom-up, research-driven approach is used, focusing on business evaluation and identification of growth catalysts
- Strict adherence to absolute and relative valuation based on projected strong earnings growth on an intermediate to long-term basis
- A portfolio of small and mid cap companies built to weather different market conditions
Characteristics & Performance
Composite Inception | 5/31/2004 |
| Strategy AUM | $4.1 Billion as of 6/30/25 |
| Benchmark | Russell 2500TM 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.
Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Manager
