We are proud to present a meticulously crafted family of stock portfolios tailored to meet the needs of investors seeking long-term growth opportunities within the US equity market. Grounded in a steadfast growth philosophy, our portfolios are strategically designed to capitalize on the potential of growth-centric sectors while prioritizing strong fundamentals and stability.
We meticulously analyze and select companies with stable earnings, minimal debt burdens, and sustainable competitive advantages, ensuring resilience and growth potential even in dynamic market conditions”
We strategically target promising small-cap US public equities ($300 million to $2 billion market capitalization) in growth-centric sectors, utilizing quantitative analytics to uncover companies poised for long-term growth
We strategically target promising mid-cap US public equities ($2 billion to $10 billion market capitalization) in growth-centric sectors, utilizing quantitative analytics to uncover companies poised for long-term growth
The Small Company investment strategy seeks to invest in the equity securities of U.S.-based equities with total operating revenues of $10 billion or more at the time of initial investment.
We strategically target promising US public equities (with low volatility) in growth-centric sectors, utilizing quantitative analytics to uncover companies poised for long-term growth
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AUM