Letting Small Cap Winners Run

Over the years some of our clients have requested a portfolio built on our small cap growth expertise with the added ability to hold onto what we believe are the most successful investments even as they grow to well over $10 billion in market cap. That is the essence of our SMID strategy.

Small/Medium Capitalization Equity Composite

Annualized Performance

As of 09/30/2023, performance reported in USD. Performance figures for less than one year are not annualized.  Information for SMID Cap Growth based on composite returns calculated net of actual fees. Past performance is not an indicator of future performance, and the value of your account may increase or decrease over time. The Next Century Growth Investors Small/Medium Capitalization Equity Composite contains all fee-paying portfolios investing primarily in the equity securities of small and medium-sized U.S. companies that the portfolio manager believes have substantial potential for high long-term growth.  The portfolio manager seeks to identify the fastest growing and highest quality companies for investment.  Investment results are measured versus the Russell 2500 Growth Index.  Next Century Growth Investors claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute.  CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Please click here for additional graph disclosures. For a GIPS Report click here: SMID Capitalization Growth Equity GIPS Report

High Growth, High Quality

  • We invest in fast growing  small and mid cap companies that can become much larger companies over our holdings period
  • Diversified 40-60 stock portfolio with no single holding above 5%

We Do Our Own Homework

  • Portfolio of companies we know well from our small cap and micro cap research
  • Use a variety of information sources built up over years of experience
  • Experienced team focusing on uncovering the true risks and potential for these stocks

Small Caps with Opportunities for Growth Still to Come

  • 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 with a clear growth strategy

Strong Sell Discipline

  • If our high growth thesis deteriorates, for any reason, we sell