Small Cap Growth
Philosophy
The Small Cap Growth team seeks to invest in small cap growth companies with an emphasis on improving fundamentals and quality. The team believes this approach provides the best opportunity to generate attractive risk-adjusted returns.
Process
The Small Cap Growth approach is based on a disciplined bottom-up process emphasizing stock selection along with consideration of industry exposure. The stock selection process uses proprietary quantitative ranking tools to provide a "bullpen" of ideas on the best small cap growth securities. Team specialists focus on companies with improving fundamentals that are favorably positioned to form sustainable competitive advantages within their industries. The target market cap range is $100 million to $2.5 billion.
Objective
The Small Cap Growth strategy seeks to outperform the Russell 2000 Growth Index over a full market cycle by adding excess return while minimizing volatility through diversification and quality.
Print
Strategy Snapshot
- Diversified, high quality small cap growth
- Benchmark: Russell 2000 Growth
- Over 13 years of team continuity
Read Nick Sargen's current investment thoughts at his BLOG NickSargen.com