The portfolio managers have been managing small cap portfolios together since 2002 and are supported by an experienced research team of 4 analysts averaging over 20 years industry experience.
The team's focus on high quality companies with sustainable free cash flows and strong balance sheets that are trading at meaningful discounts to our estimate of their intrinsic value inherently provides better downside protection. Additionally, targeting companies we believe to have 3 to 4 times upside potential versus downside risk and avoiding companies with binary fundamentals and poor capital structures provides an additional layer to protect clients’ capital in down markets.
We believe that long-term business fundamentals ultimately determine company equity values and a patient, disciplined investment approach gives us the best opportunity to own great companies at attractive price levels while seeking to generate longterm alpha for our clients.
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