Overview
The Small-Cap Growth Fund seeks to achieve long-term capital appreciation over a full market cycle through a diversified portfolio of high- quality, well-managed businesses with the ability to sustain above-average growth over the long-term. The Fund seeks to invest primarily in the common stock of small domestic companies possessing above-average growth potential based on deep fundamental analysis.
Our investment philosophy is grounded in the following principles:
Business Models:
- We seek durable, scalable business models led by capable management teams.
Performance:
- We aim to generate attractive risk-adjusted returns over a full market cycle though stock selection and risk mitigation.
Research Process:
- We seek to invest in companies that possess the “3G”s -- durable Growth, sound Governance, and scalable Go-to-market strategies where a clear investment thesis can be articulated, and a positive risk/reward skew can be underwritten.
Portfolio Construction:
- Our conviction weighted portfolio balances long-term opportunity and risk via relative concentration and diversification in an effort to produce high active share driving differentiated long-term results.