Opportunistic All Cap2023-01-31T14:18:59+00:00

Opportunistic All Cap

Seeks to provide superior returns relative to the broader equity markets over a full market cycle.

Disciplined Process

Our goal is to be unencumbered by sector and market capitalization to create a best ideas portfolio based on market experience and exploring notable opportunities.

  • We use a rigorous research process to identify a combination of fast growing companies and very stable, consistent growers that can deliver attractive returns, resulting in a lower volatility portfolio and the potential for better risk-adjusted returns while remaining tax efficient.
  • The team seeks to invest for the long term in businesses that have sustainable competitive advantages and that have earnings power not fully reflected in current expectations and valuations.
  • Portfolios are built from the bottom up with active risk control measures to help limit downside and volatility while enhancing upside potential.

Portfolio of Secular Growers

  • We believe a combination of higher growth companies and stable slower growth compounding US companies will generate above-average growth rates for the next five years.
  • We seek to identify companies utilizing secular market trends, to help predict companies generating solid returns.


Style classification: All Cap Growth
Approach: Active, bottom-up
Benchmark: Bloomberg US 3000 Total Return Index
Portfolio inception: February 2017



Rhys Williams, CFA
Chief Investment Officer
30+ years industry experience

James Gowen, CFA
30+ years industry experience

John Ragard, CFA
30+ years industry experience

David Ruffini
5+ years industry experience

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