• Style Small Cap Core
  • Approach Active; Bottom-Up
  • Benchmark Russell 2000 Index

Strategy Highlights

  • Research Intensive – Stock selection emphasizes well managed companies with sustainable earnings growth
  • Focus On Quality – Aim to hold stocks for long term and protect returns when markets decline
  • Unrestricted Opportunity Set – Core approach allows us to pursue quality companies with either growth or value oriented characteristics
RESOURCES

Portfolio Managers

Jeff-Thibault
Jeffrey W. Thibault, CFA
Partner, Portfolio Manager Daniel Miller Headshot
Daniel L. Miller, CFA
Partner, Director, Equities
  • This field is for validation purposes and should be left unchanged.