INVESTMENT PHILOSOPHY
We seek to build a concentrated, core-oriented, low turnover portfolio of companies that we believe have durable business fundamentals, attractive valuations, and Sustainable Drivers that stem from a company’s products, services, or operations.
Sustainable Drivers:
Our investment team identifies Sustainable Drivers by analyzing a broad range of quantitative and qualitative data. We believe investing in companies that are growing revenues, cutting costs and operating more efficiently because of, not in spite of, sustainable business practices, has the potential to contribute to long-term value creation for our clients.
Research Process:
We believe the small-cap asset class presents unique informational inefficiencies that our research process is well-positioned to navigate. We consider multiple sources of information in our investment research, including fundamental data and sustainable business practices, which enables us to identify high-quality investments that we believe possess durable business fundamentals, attractive valuations, and Sustainable Drivers.
Long-term investing:
We have developed our expertise and built institutional knowledge in U.S. Small-Caps throughout 27+ years of investment experience, since the inception of our U.S. Small-Cap Growth Strategy in 1993.
