Equity Strategies
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The Small-Mid Cap strategy is designed to seek superior risk-adjusted returns by investing in high-quality businesses focusing on exceptionally long-time horizons. We seek out businesses that possess competitive advantages, enabling them to foster growth, generate cash flow, and yield high returns on investment.
In the realm of small and mid-cap stocks, the pursuit of risk is a common theme among investors. Many are looking for either the next big growth company or undervalued firms with the potential for a turnaround. This trend often leads investors to overlook high-performing yet seemingly unexciting companies. This situation creates an opportunity to invest in businesses whose long-term value may not be fully reflected in their current stock prices. Through a relatively focused strategy, typically holding 25-40 positions, we aim to manage a portfolio that, over the long run, delivers returns akin to small-cap investments while mitigating the risk typically associated with large-cap investments. Additionally, the firm is seeding a new strategy with the hope of opening it up to investors in late 2024. |