For Institutional Investors in the US

US Small Cap Growth

Our in-depth fundamental research strategy seeks resilient small-cap companies using their competitive advantages to grow over a multi-year time frame

Overview

ABOUT THIS STRATEGY

We believe a research-driven investment process focused on identifying quality small-cap companies with differentiated business models and sustainable competitive advantages will drive outperformance against our benchmark and peers over time. We take a moderate approach, seeking to identify companies with large addressable markets that are poised for growth over a multi-year period.

INVESTMENT APPROACH

Unique Business Models
Seeks small-cap companies that are differentiated from competitors – differentiated business model, innovative approach or unique products or services – that are using their competitive advantages to grow over a multi-year time frame.

Deep, Specialized Team
In-depth fundamental research supported by a broad team of analysts and a team of small-mid specialists, identifies small-cap companies early in their life cycle.

Moderate Approach to Growth
Offers potential for capital appreciation through exposure to small and fastgrowing companies with a focus on resilient business models positioned to weather a variety of market environments.

PORTFOLIO MANAGEMENT

Jonathan Coleman, CFA

Portfolio Manager

Industry since 1994. Joined Firm in 1994.

Scott Stutzman, CFA

Portfolio Manager | Research Analyst

Industry since 2001. Joined Firm in 2007.

Aaron Schaechterle

Portfolio Manager | Research Analyst

Industry since 2006. Joined Firm in 2022.

Performance

RETURNS (%) (As of 09/30/2023)
Composite Gross Composite Net Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross -7.21 4.07 10.94 3.37 3.76 8.84 10.36
Composite Net -7.42 3.41 10.02 2.50 2.88 7.93 9.34
Russell 2000® Growth Index -7.31 5.24 9.59 1.08 1.55 6.71 7.15
RETURNS (%) (As of 10/31/2023)
Composite Gross Composite Net Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross -18.08 -5.02 -6.97 -0.42 4.39 7.77 10.00
Composite Net -18.26 -5.69 -7.76 -1.26 3.51 6.87 8.99
Russell 2000® Growth Index -18.28 -2.87 -7.62 -1.83 2.67 5.67 6.85
Calendar Year Returns (%)
Composite Gross Composite Net Russell 2000® Growth Index
2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Composite Gross -23.59 8.39 32.84 31.68 -5.74 25.25 7.92 0.06 11.41 43.67
Composite Net -24.25 7.48 31.74 30.60 -6.54 24.21 7.02 -0.78 10.48 42.49
Russell 2000® Growth Index -26.35 2.83 34.63 28.48 -9.30 22.16 11.31 -1.38 5.60 43.30

Documents