SMid Growth
Equity Strategies
Large Cap Growth
Mid Cap Growth
SMid Growth
Small Cap Growth
Dividend Growth
Multi-Cap Growth
SMid Core Opportunity
Small Cap Value
highlights
Philosophy
process
Style: Small/Mid Growth
Inception: 4/1/2017
Benchmark: Russell 2500 Growth Index
Concentrated: Target Number of Holdings 40 to 50
Diversification Targets: 5% maximum exposure to a particular security & 25% maximum exposure to a particular industry, in general
Low Turnover: 25 to 50% annually
Fully Invested: Average cash allocation of 1 to 3%
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- We believe that long term superior stock performance is generated by companies consistently growing earnings and free cash flow.
- Our firm’s experience, research efforts, and understanding of a company's earnings profile provide us with a competitive edge.
- Our internal fundamental, bottom-up research give us an analytical advantage in identifying growth stocks with a proper valuation.
- We seek to generate the majority of our outperformance from stock selection by constructing a high conviction portfolio with a lower realized volatility over time.
Investment Policy Committee
Dan Lagan, CFA Committee Chair
Nancy Huynh Co-Chair
Matt Lagan, CFA
Ryan Tumbry, CFA
Nicholas Koup, CFA
Zach Zeller, CFA