ABOUT THIS PORTFOLIO
A moderately positioned, small-mid-cap growth portfolio seeking to provide consistent relative returns with lower volatility than the index. The portfolio invests in small-cap companies with differentiated business models and sustainable competitive advantages that are positioned to grow market share regardless of economic conditions.
WHY INVEST
Unique Business Models
Seeks small-cap companies that utilize their competitive advantages to grow over a multi-year time frame
Specialized Team
In-depth fundamental research supported by a team of analysts, a team of small-mid-cap specialists, and the portfolio management team
Moderate Approach to Growth
Focus on small companies with potential for quick growth and resilient business models positioned to weather various market environments
