It looks like JavaScript is disabled in your browser. Please enable JavaScript to view the full site.
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
This Website Uses Cookies
We use cookies to improve your experience on our website. To accept cookies click Accept & Close, or continue browsing as normal. For more information or to learn how to opt out of cookies, please see our cookie policy .
Accept and Close
Latest Insight
Municipal Bond
Following the strong fall rally, municipals held steady in November, with year-to-date performance in the mid-single digits.
Read Article
Latest Market Commentary
Municipal Bond
Fiscal conditions across state governments remain healthy as the sector heads into 2025.
Read Article