Investing Today in Tomorrow’s Big Companies

The portfolio managers seek to identify the fastest growing and highest quality companies for investment. Seeded with graduates from our micro cap portfolio we can hold great growth stocks much longer.

Compound Annual Growth of $10,000 Investment

Results Displayed in US Dollar Source: Axys 1/1/1999-09/30/2020. This graph is for illustrative purposes only. Information for Small Cap Growth based on composite returns calculated net of fees. Performance does not represent actual client accounts. Past performance is not an indicator of future performance and the value of your account may increase or decrease over time. Please click here for additional graph disclosures. For a GIPS-compliant composite presentation click here: Small Capitalization Growth Equity Composite Presentation

High Growth, High Quality

  • Buy fast growing companies with market caps between $100 million and $5 billion
  • Portfolio weighted average market cap within 50% of Russell 2000 Growth Index
  • Diversified 40-60 stock portfolio with no single holding above 5%

We Do Our Own Homework

  • Limited Wall Street coverage means these companies are less discovered by other investors
  • Using a variety of information sources built up over years of experience
  • Experienced team focused on uncovering the true risks and potential for these stocks

Finding the Next Big Company – Key Attributes We Look for:

  • Companies that are addressing growing, large markets
  • Differentiated product allowing market disruption and leadership
  • Strong, defendable competitive position
  • Organic revenue growth substantially faster than the benchmark index
  • Generally profitable and expanding margins even as they grow rapidly
  • Proven management team that can articulate a clear growth strategy

Adjust Portfolios Quickly

  • If high growth thesis deteriorates, for any reason, we sell
  • Winners sold when market cap consistently exceeds $10 billion