Our Strategies

Long Only Equity Strategies

Driven by a common investment philosophy and risk-first fundamental research process, our long-only equity strategies primarily focus on the U.S. small- and mid-capitalization universe – where the team has decades of experience investing capital in high-quality businesses and navigating changing market environments.

We believe small-and mid-cap businesses are uniquely positioned in a stage of the company lifecycle for potential rapid growth. The inefficiencies among small- and mid-cap stocks are highlighted by the stark differences in performance between the top and bottom quintile of stocks in the indices. Due to the wide dispersion of these returns, we believe strong fundamental research and security selection, along with disciplined portfolio construction and a longer-term investment horizon, offer the best possibility of multi-year growth opportunities for investors.

Our Small Cap Growth strategy is managed by seasoned investors who have collaborated with one another co-managing small and mid-cap growth portfolios – adhering to the same investment risk-first philosophy and research-driven process – for a combined three decades and through multiple market cycles.

The strategy seeks long-term growth of capital primarily through investments in U.S. small-capitalization growth companies. The portfolio managers utilize fundamental research to identify high-quality companies with differentiated business models, strong competitive advantages, and large barriers to entry, while adhering to a time-tested, disciplined portfolio construction process that emphasizes downside protection.

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Our Small / Mid Cap Growth strategy is managed by seasoned investors who have collaborated with one another co-managing small and mid-cap growth portfolios – adhering to the same investment risk-first philosophy and research-driven process – for a combined three decades and through multiple market cycles

The strategy seeks long-term growth of capital through investments in U.S. small- and mid-sized companies. The portfolio managers utilize fundamental research to identify high-quality companies with differentiated business models, strong competitive advantages, and large addressable markets, while adhering to a time-tested, disciplined portfolio construction process that emphasizes downside protection.

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Our SMID Select strategy seeks long-term growth of capital by investing in a focused portfolio of 35-50 primarily U.S. small- and mid-sized companies with high-quality business models, strong competitive advantages, compelling valuations, and asymmetric risk/reward profiles. The strategy’s style agnostic, fundamental research approach allows the team to pursue high-quality companies with both growth and value-oriented characteristics to construct a resilient portfolio with a focus on downside protection.

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The Contrarian strategy seeks long-term growth of capital primarily through investments in out-of-favor small and mid-sized companies with visible catalysts for future sustainable improvement and growth. The team utilizes fundamental research to single out companies where a disconnect between current market value and long-term intrinsic value exists.

Portfolio Management

Chad Meade

Partner, Portfolio Manager

Brian Schaub, CFA

Partner, Portfolio Manager

James England, CFA

Portfolio Manager

Maneesh Modi

Portfolio Manager

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