This strategy is available through Limited Partnership only.
This strategy combines fundamental, bottom-up research and proprietary screening processes on companies and the industries in which they operate. We further our process on select companies through meetings with company management. Our focus for purchase candidates is on companies with market capitalizations under $250 million, though purchases may include companies up to $500 million. We utilize information from a variety of sources including annual reports, company filings, research conferences, Wall Street and independent firm research, third-party database services and proprietary database information. Companies in which we ultimately invest are those that we believe are well managed with a seasoned management team and are financially strong with solid earnings growth potential.
- High potential return asset class
- Exposure to less efficient market
- Long-term firm and manager experience
- Not appropriate for everyone since returns may be volatile