SMID Growth

Concentrated Portfolio of Companies
with Superior Market Position

Benefitting from discovery and rediscovery




— Seasoned team of 5 portfolio managers and a senior analyst with an average of 25 years of experience
— Disciplined process leveraging the team’s extensive experience in growth investing

Capitalizing on Information Gaps

Our research process uncovers information gaps in small, rapidly growing or misunderstood companies with the potential for dramatic stock price appreciation.

—Draws from our Small Cap Growth philosophy, process and valuation approach that has been implemented over decades
— Focus on identifying companies with superior market positions, business models and management teams that will deliver strong growth over a multi-year horizon
— Concentrated portfolio with 30-50 holdings with low turnover to allow for company long-term growth prospects to come to fruition