Strategies/Equity Strategies
SMALL CAP EQUITY - Small Cap Team
The Portfolio Team - Longevity & Consistency:
  • Three lead investment professionals in place since 1994
  • Experienced team with an average 15 years of industry experience
  • Generalist approach where “everyone is an analyst” provides bottom-up coverage of small cap universe
  • Daily/weekly team meetings review macroeconomic outlook, stock price movements, and company news
  • Constant communication regarding portfolio positioning, performance, and risk