Overview
- Team approach leverages three independent sources from our Growth, Value, and Small/Mid Cap teams
- Holdings are biased toward differentiated business models with fundamentals inflecting higher, high quality management teams, and non-traditional industries with long duration growth profiles
Characteristics & Performance
| Composite Inception | 11/30/17 |
| Strategy AUM | $0.2 Billion as of 3/31/25 |
| Benchmark | S&P Composite 1500 Financials Index |
| Holdings Range | Typically 25 – 40 |
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
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Investment Team
Experienced, interactive and overlapping analyst coverage across all financial services sectors.
- Portfolio Managers
- Client Portfolio Manager
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