Small and SMID Growth Equity Strategies2023-10-23T14:07:14+00:00

Small and SMID Growth Equity Strategies

Following a similar investment approach, these strategies seek to deliver long-term capital appreciation by building a portfolio of Sustainable Future Compounders.

Rigorous Investment Approach and Process

  • We build portfolios from the bottom up, diversifying by sector, industry and characteristics to capture long-term growth resulting in higher active share.
  • We follow a strict sell discipline. Sales of positions are considered if fundamentals deteriorate, price declines, price targets reached, expectations not met or a better idea is uncovered.
  • We seek progressive companies with inflection points that are believed to be making business improvements to accelerate earnings growth over time.

Sustainable Future Compounders

Each strategy seeks companies undergoing demonstrated business improvements that we believe can provide higher compound earnings, growth and stock price appreciation.

  • Small Cap Growth Strategy
    A portfolio of 50-70 liquid US equities, generally purchased below $3B market share.
  • SMID Growth Concentrated Strategy
    A portfolio of 25-30 liquid US equities, generally purchased below $5B market share.

SNAPSHOT

Small Cap Growth
Approach: Active, bottom-up
Benchmark: Bloomberg US 2000 Growth Total Return Index
Portfolio inception: October 2017

SMID Growth Concentrated 
Approach: Active, bottom-up
Benchmark: Bloomberg US 2500 Growth Total Return Index
Portfolio inception: October 2017

TEAM

James Gowen, CFA
Chief Investment Officer
30+ years industry experience

John Ragard, CFA
Sr. Portfolio Manager
30+ years industry experience

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