The strategy seeks to exploit the inefficiencies associated with smaller companies, which can be informational, analytical or behavioral. The managers look for durable, scalable business models led by capable management teams where a clear investment thesis can be articulated. Extensive analysis can establish differentiated views on the size and growth potential of each addressable market opportunity, a company’s possible sustainable competitive advantages and its ability to attempt to drive superior results at scale.
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The Portfolio Managers discuss the portfolio’s performance and positioning for the fourth quarter 2022, as well as their outlook for the strategy.
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