• 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

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