Overview

Investment Products

Fee Schedule


Small-Cap Growth Equity

Objectives:

  • To invest in stocks capable of achieving a 300% upside target within 3-5 years

  • Target premium of 400bps vs. Russell 2000 Growth Index

  • Top quartile performance consistently over full market cycles

Investment Approach:

  • Growth driven alpha

  • Theme-driven portfolio construction

  • Proprietary research allows advantageous selection opportunities created by inefficient small-cap markets

  • Fully invested during all market phases

All-Cap Equity

  • Barbell portfolio construction

  • Proprietary research

  • Cash and similarly liquid equivalents utilized

Balanced

  • 55-70% all-cap equity

  • 30-45 % fixed income

  • Cash and similarly liquid equivalents utilized

 

 

 

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