• Style Small/Mid Cap Growth
  • Approach Active; Bottom-Up
  • Benchmark Russell 2500 Growth 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
  • Team Approach – Seasoned team with small cap research expertise
RESOURCES

Portfolio Managers

Joe Craigen
Joseph C. Craigen, CFA
Partner, Equity Portfolio Manager Daniel Miller Headshot
Daniel L. Miller, CFA
Partner, Director, Equities

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