Click on our products below to view more information including: performance, investment philosophy & process, sell criteria, and portfolio management.
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Small/Mid Growth Portfolio
• Identifies companies with growth catalysts to
drive earnings growth
• Portfolio is diversified across benchmark
sectors
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Small-Cap Value Portfolio
• Seeks companies with market capitalizations
below $3 billion that have an ability to generate
returns above their cost of capital
• Requires a "margin of safety" in every
investment
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Emerging Growth Portfolio
• Identifies small, fast growing companies that
possess emerging growth "qualification criteria"
• Exposure to emerging growth subsectors in
technology, health care, and consumer sectors
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Mid-Cap Value Portfolio
• Seeks companies with market capitalizations
from approximately $1 billion to approximately
$13 billion that have an ability to generate returns
above their cost of capital
• Requires a "margin of safety" in every
investment
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Small-Cap Growth Portfolio
• Focuses on under-researched, small growth
companies
• Seeks to identify companies with sustainable
revenue and earnings growth
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Global Natural Resources Portfolio
• Seeks companies from a broad universe of
publicly traded natural resource companies
that have an ability to generate returns above
their cost of capital
• Requires a "margin of safety" in every
investment
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MidCap Opportunities Portfolio
• Identifies mid-cap companies with
growth catalysts to drive earnings growth
• Portfolio is diversified across benchmark
sectors
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Concentrated All-Cap Value Portfolio
• Focused portfolio of between 20-40
positions across market capitalizations
• Requires a "margin of safety" in every investment
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Technology Portfolio
• Emphasis on rapidly growing technology
related companies of all sizes
• Companies typically possess emerging
growth criteria
Large Cap Alpha Portfolio
• Diversified large-cap equity portfolio investing in
well-positioned companies that are undervalued
in the marketplace
• Team-based research approach seeks to
deliver consistent Alpha through bottom-up
fundamental analysis supported by quantitative
analysis and a focus on upside potential relative
to downside risk
Small Cap Core Portfolio
• Identifies small-cap companies that are
well-positioned for future growth and
undervalued in the marketplace
• Team-based research approach seeks to
deliver consistent Alpha through bottom-up
fundamental analysis supported by quantitative
analysis and a focus on upside potential relative
to downside risk
All Cap Dividend Portfolio
• Multi-cap equity portfolio investing in
dividend-paying companies that are focused
on future earnings growth
• Team-based research approach seeks to
deliver consistent Alpha through bottom-up
fundamental analysis supported by quantitative
analysis and a focus on upside potential relative
to downside risk
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